Connect Farmbrite and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Crop Treatment
New Schedule Event
New Crop Harvest
New Order
New Task
New Transaction
New Livestock Harvest
New Grow Location Treatment
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 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 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
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Ready to use Farmbrite and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Crop Treatment
Triggers when a new crop planting treatment is created
New Schedule Event
Triggers when a new event on the schedule to be created.
New Crop Harvest
Triggers when a new crop harvest is added.
New Order
Triggers when a new order is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Farmbrite integrations.
Create Contact
This action creates a contact
Create Product
Creates a new Product
Create Order
Create an Order
Create Climate Log
Create a new climate log entry in Farmbrite.
Create Task
Tasks things that need to be done
Create Transaction
Creates an accounting Transaction
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Frequently Asked Questions
To start, connect both your Farmbrite and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Farmbrite triggers actions in Clio (or vice versa).
Absolutely. You can customize how Farmbrite 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 Farmbrite 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 Farmbrite 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 Farmbrite
Farmbrite is a comprehensive farm management software designed to help farmers and agricultural businesses streamline their operations, manage resources, and improve productivity. It offers tools for crop planning, livestock management, financial tracking, and reporting, making it an essential platform for modern farming practices.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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