Connect Clio and yespo to Build Intelligent Automations

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

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

The data sync between Clio and yespo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.