Connect Clio and procrew schedule to Build Intelligent Automations

Choose a Trigger

Clio

When this happens...

Choose an Action

procrew schedule

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Enable Integrations or automations with these events of Clio and procrew schedule

Enable Integrations or automations with these events of Clio and procrew schedule

Triggers

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

New Contact

New Contact

Triggers when a new contact is created

Actions

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

Create Matter Note

Create Matter Note

Creates a new matter note.

Create Company Contact

Create Company Contact

Creates a company contact.

Create Calendar Entry

Create Calendar Entry

Creates a new calendar entry.

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Frequently Asked Questions

How do I start an integration between Clio and procrew schedule?

To start, connect both your Clio and procrew schedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in procrew schedule (or vice versa).

Can we customize how data from Clio is recorded in procrew schedule?

Absolutely. You can customize how Clio data is recorded in procrew schedule. This includes choosing which data fields go into which fields of procrew schedule, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clio and procrew schedule?

The data sync between Clio and procrew schedule typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clio to procrew schedule?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clio and procrew schedule?

Yes, you can set conditional logic to control the flow of data between Clio and procrew schedule. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.