Connect Clio and TRIGGERcmd to Build Intelligent Automations

Choose a Trigger

Clio

When this happens...

Choose an Action

TRIGGERcmd

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

New Contact

New Contact

Triggers when a new contact is created

Do thisActions

Action is the task that follows automatically within your Clio integrations.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates 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

Creates a new calendar entry.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Clio and TRIGGERcmd?

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

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

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

How often does the data sync between Clio and TRIGGERcmd?

The data sync between Clio and TRIGGERcmd 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 TRIGGERcmd?

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 TRIGGERcmd?

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

Learn More
TRIGGERcmd

About TRIGGERcmd

Triggercmd is a versatile automation platform that allows users to remotely control and automate actions on their computers, applications, and smart devices using custom commands. With Triggercmd, you can create triggers for almost any task—like launching apps, running scripts, or controlling connected devices—and execute them from the cloud, mobile apps, or voice assistants such as Alexa and Google Assistant. This seamless integration makes it easy to streamline workflows, enhance productivity, and improve overall efficiency across multiple systems. It’s especially useful for automation enthusiasts, IT professionals, and anyone who wants hands-free control over everyday digital tasks.

Learn More