
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

Automatically do this!
List All Products
Create a Product
Create an Event Series
Create a Ticket Type
Create a Discount
List check ins
List all checkout forms
List Discounts
List Events
List Event Series
List Holds
List Issued Tickets
List Orders
Ping server
List Vouchers
Get Single Discount
Retrieve an Event
List Event Occurrences
Get Single Product
Update Discount
Update Event Series
Update Product
Update Ticket Type
Get Single Event Series
Delete Event Series
Delete Discount
Delete Product
Delete Ticket Type
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Triggers when a new contact is created
Action is the task that follows automatically within your Clio integrations.
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new calendar entry.

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 Ticket Tailor accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Ticket Tailor (or vice versa).
Absolutely. You can customize how Clio data is recorded in Ticket Tailor. This includes choosing which data fields go into which fields of Ticket Tailor, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Ticket Tailor 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 Ticket Tailor. 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 MoreTicket Tailor is an easy way to sell tickets online for events and attractions. We don't charge any per-ticket fees, and we let you integrate the booking process in to your website.
Learn More