Connect Clio and YCloud
Integrate Clio with YCloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send an Email via YCloud when New Matter Created in Clio
Retrieve balance in Ycloud when New Matter Created in Clio
List Unsubscribers from YCloud when New Matter Created in Clio
List Voice Records from YCloud when New Matter Created in Clio
List WhatsApp Business Accounts from YCloud when New Matter Created in Clio
Popular Clio + YCloud 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
YCloud
Automatically do this!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
Send an Email via YCloud when New Matter Created in Clio
Use this flowRetrieve balance in Ycloud when New Matter Created in Clio
Use this flowList Unsubscribers from YCloud when New Matter Created in Clio
Use this flowList Voice Records from YCloud when New Matter Created in Clio
Use this flowList WhatsApp Business Accounts from YCloud when New Matter Created in Clio
Use this flowList WhatsApp Business Phone Numbers from YCloud when New Matter Created in Clio
Use this flowList WhatsApp Templates from YCloud when New Matter Created in Clio
Use this flowSend an Email via YCloud when New Activity in Clio
Use this flowRetrieve balance in Ycloud when New Activity in Clio
Use this flowList Unsubscribers from YCloud when New Activity in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clio and YCloud.
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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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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and YCloud 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 YCloud 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 YCloud. No coding required.
Yes. You can set up a workflow where Clio triggers actions in YCloud, and a separate workflow where YCloud 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 YCloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and YCloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
