Connect Clio and trafficwavenet to Build Intelligent Automations

Choose a Trigger

Clio

When this happens...

Choose an Action

trafficwavenet

Automatically do this!

Enable Integrations or automations with these events of Clio and trafficwavenet

Enable Integrations or automations with these events of Clio and trafficwavenet

Triggers

New Matter Created

New Matter Created

Runs when a new matter is created in Clio.

New Activity

New Activity

Runs when new activity is created

New Bill Created

New Bill Created

Runs when new bill is created

New Calendar Entry

New Calendar Entry

Runs when new calendar entry is created

New Communication Is Created

New Communication Is Created

Runs when new communication is created

New Contact

New Contact

Triggers when a new contact is created

Actions

Create or Update Task

Create or Update Task

Creates a new task or updates an existing task.

Update Person Contact

Update Person Contact

Update 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

Create a calendar entry in Clio.

Create New Folder

Create New Folder

Create a new folder

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Frequently Asked Questions

How do I start an integration between Clio and trafficwavenet?

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

Can we customize how data from Clio is recorded in trafficwavenet?

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

How often does the data sync between Clio and trafficwavenet?

The data sync between Clio and trafficwavenet 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 trafficwavenet?

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 trafficwavenet?

Yes, you can set conditional logic to control the flow of data between Clio and trafficwavenet. 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

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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trafficwavenet

About trafficwavenet

TrafficWave is a powerful and easy-to-use email marketing platform that will help you start growing your business and stay connected with your customers.

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