Connect Doclift PDF and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Doclift PDF
Choose an Action
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Ready to use Doclift PDF and Clio automations
Actions and Triggers
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 Doclift PDF integrations.
Create Document from Template
Create a document from a template using provided field values and an optional tag.
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.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Clio (or vice versa).
Absolutely. You can customize how Doclift PDF 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 Doclift PDF 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 Doclift PDF 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 Doclift PDF
DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
