Connect Clio and Saasant Transactions to Build Intelligent Automations
Choose a Trigger
When this happens...
New Matter
New Activity
New Bill
New Calender Entry
New Communication
New Contact
New Document
Matter Status Updated
New Task
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Deleted
Contact Updated
Contact Deleted
Document Updated
Document Deleted
New Folder
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an Action
Automatically do this!
- Request a new Action for Saasant Transactions
Enable Integrations or automations with these events of Clio and Saasant Transactions
Enable Integrations or automations with these events of Clio and Saasant Transactions
Triggers
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
New Calender Entry
Triggers when a new calender entry is created
New Communication
Triggers when a new communication is created
New Contact
Triggers when a new contact is created
Actions
Find a User
Find a user by name
Create Task
Creates a new task.
Update Person Contact
Updates an existing person contact.
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Creates a new calendar entry.
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Frequently Asked Questions
To start, connect both your Clio and Saasant Transactions accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Saasant Transactions (or vice versa).
Absolutely. You can customize how Clio data is recorded in Saasant Transactions. This includes choosing which data fields go into which fields of Saasant Transactions, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Saasant Transactions 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 Saasant Transactions. 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.
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreAbout Saasant Transactions
SaasAnt Transactions helps you to automate the imports of invoices, bills, sales, estimates, journals and payments to your accounting platforms.
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