Connect Clio and variance to Build Intelligent Automations

Choose a Trigger

Clio

When this happens...

Choose an Action

variance

Automatically do this!

Enable Integrations or automations with these events of Clio and variance

Enable Integrations or automations with these events of Clio and variance

Triggers

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

Actions

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.

Explore more automations built by businesses and experts

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 variance?

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

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

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

How often does the data sync between Clio and variance?

The data sync between Clio and variance 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 variance?

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 variance?

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

About variance

Variance hooks into your customer data and makes it easy to access growth signals across product, marketing, and sales.

Learn More