Connect Clio and Twenty
Integrate Clio with Twenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Clio + Twenty flows
Start from a real workflow other teams are already running.
Choose a trigger
Clio
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
Choose an action
Twenty
Automatically do this!
Create Company
Update Company
Delete Company
List All Companies
List All Attachments
List All Calender Events
List All TimeLine Activities
List All People
List All Opportunities
List All Tasks
List All Notes
List All Views
List All ViewFilters
List All MessageThreads
List All Messages
List All MessageChannels
List All MessageFolders
List All CalendarEventParticipants
List All ConnectedAccounts
Create Person
Update Person
Delete Person
Create Task
Update Task
Delete Task
Create Opportunity
Update Opportunity
Delete Opportunity
Create Note
Update Note
Delete Note
Create Blocklist
Update Blocklist
Delete Blocklist
Create Attachment
Update Attachment
Delete Attachments
Create Favorite
Update Favorite
Delete Favorite
Create Message
Update Message
Delete Messages
Create Company in Twenty when New Matter Created in Clio
Use this flowUpdate Company in Twenty when New Matter Created in Clio
Use this flowDelete Company from Twenty when New Matter Created in Clio
Use this flowList All Companies from Twenty when New Matter Created in Clio
Use this flowList All Attachments from Twenty when New Matter Created in Clio
Use this flowList All Calender Events from Twenty calendar when New Matter Created in Clio
Use this flowList All People from Twenty when New Matter Created in Clio
Use this flowList All Opportunities from Twenty when New Matter Created in Clio
Use this flowList All Tasks from Twenty when New Matter Created in Clio
Use this flowList All Notes from Twenty when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clio and Twenty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Clio integrations.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
About Twenty
Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and Twenty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clio and Twenty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Twenty. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Twenty, and a separate workflow where Twenty triggers actions in Clio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clio and Twenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Twenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
