Connect Encharge and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
Unsubscribed Person
Updated Person
Tag Added To Person
Tag Removed From Person
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 All Reports
List All Task
List All User
List All Group
Find Clients for Matter
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new person is created.
Unsubscribed Person
Triggers when a person is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
New Matter
Triggers when a new matter is created
Do thisActions
Action is the task that follows automatically within your Encharge integrations.
Add or Update Person
Create a new person or update an existing person in Encharge using the provided email and profile details.
Add Tag To User
Add a single tag to an existing user identified by their email in Encharge.
Remove Tag
Remove a specified tag from the user identified by the provided email address.
Archive or Delete Person
Archive a person by email, or permanently delete them if 'Delete Permanently' is set to true.
Unsubscribe Person
Unsubscribes the person with the given email from all Encharge email communications.
Find a User
Find a user by name
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Frequently Asked Questions
To start, connect both your Encharge and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Encharge triggers actions in Clio (or vice versa).
Absolutely. You can customize how Encharge 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 Encharge 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 Encharge 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 Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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