
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted

Automatically do this!
Create Customer
Create a Plan
Create a Subscription
Create an invoice
Create an item
Create Payment Link
Create Razorpay Order
Pause a Subscription
Cancel a Subscription
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new matter is created in Clio.
Runs when new activity is created
Runs when new bill is created
Runs when new calendar entry is created
Runs when new communication is created
Triggers when a new contact is created
Action is the task that follows automatically within your Clio integrations.
Creates a new task or updates an existing task.
Update an existing person contact
Creates a new matter note.
Creates a company contact.
Create a calendar entry in Clio.
Create a new folder

Automate Razorpay with no-code platforms like viaSocket, Zapier, Make, and Pabbly Connect. Trigger actions from Payment Captured, Invoices, Subscriptions, and more, with multi-step workflows and built-in error handling.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clio and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Clio data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Razorpay typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clio and Razorpay. 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.
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreRazorpay is a comprehensive payment solutions provider, enabling businesses in India to accept, process, and disburse payments with its product suite. It offers a fast, affordable, and secure way for merchants, schools, ecommerce and other companies to accept and process payments online.
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