Connect Cloudconvert and Clio to Build Intelligent Automations

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Cloudconvert

When this happens...

Choose an Action

Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Job

New Job

Triggers when a new job is created.

Job Failed

Job Failed

Triggers when a job failed.

Job Finished

Job Finished

Triggers when a job finished.

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

Do thisActions

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

Convert  a File

Convert a File

Converts a file from one format to another using CloudConvert's conversion options.

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.

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Frequently Asked Questions

How do I start an integration between Cloudconvert and Clio?

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

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

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

How often does the data sync between Cloudconvert and Clio?

The data sync between Cloudconvert and Clio 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 Cloudconvert to Clio?

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 Cloudconvert and Clio?

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

Cloudconvert

About Cloudconvert

Cloudconvert is a versatile online file conversion tool that supports a wide range of file formats. It allows users to convert files from one format to another seamlessly, making it an essential tool for anyone needing quick and reliable file conversions.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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