Create integrations between daylite and Clio

Enable Integrations or automations with these events of daylite and Clio

Triggers

daylite

New Matter

Triggers when a new matter is created

daylite

New Activity

Triggers when a new activity is created

daylite

Bill State Updated

Triggers when the state of bill has changed

daylite

New Bill

Triggers when a new bill is created

daylite

New Calender Entry

Triggers when a new calender entry is created

daylite

New Communication

Triggers when a new communication is created

Actions

daylite

Find a User

Find a user by name

daylite

Create Task

Creates a new task.

daylite

Update Person Contact

Updates an existing person contact.

daylite

Create Matter Note

Creates a new matter note.

daylite

Create Company Contact

Creates a company contact.

daylite

Create Matter Folder

Creates a new folder in a matter.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

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About Clio

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

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