Connect contractor plus and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
new lead is created
new client is added
new invoice is created
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Ready to use contractor plus and Clio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
new invoice is created
runs when new invoice is created
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
Do thisActions
Action is the task that follows automatically within your contractor plus integrations.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
Find a User
Find a user by name
Create Task
Creates a new task.
Update Person Contact
Updates an existing person contact.
Create Matter Note
Creates a new matter note.
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Frequently Asked Questions
To start, connect both your contractor plus and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Clio (or vice versa).
Absolutely. You can customize how contractor plus 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.
The data sync between contractor plus and Clio 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.
Yes, you can set conditional logic to control the flow of data between contractor plus 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.
About contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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