
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 a New Team
Create a New Project
Add a Team to a Project
Update a Project
Delete a Project
Delete a Team from a Project
Create a New Dashboard for an Organization
Delete an Organization's Custom Dashboard
Explore more automations built by businesses and experts
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

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.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Clio and Sentry accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Sentry (or vice versa).
Absolutely. You can customize how Clio data is recorded in Sentry. This includes choosing which data fields go into which fields of Sentry, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Sentry 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 Sentry. 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 MoreSentry is a powerful error tracking and performance monitoring tool designed for developers to identify and fix issues in real-time. It provides detailed insights into application errors, performance bottlenecks, and user impact, enabling teams to enhance their software's reliability and user experience.
Learn More