Connect Fireflies and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
Watch New Events
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 Fireflies and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new meeting with transcripts is created
Watch New Events
Runs when new transcript or summary is available
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
Do thisActions
Action is the task that follows automatically within your Fireflies integrations.
Upload Audio
Creates a new meeting in Fireflies to be stored, transcribed, and shared.
Find Meeting by ID
Find a meeting transcript by its ID.
Find Meeting by Call Details
Find a meeting that matches the call details you provide.
Find Recent Meeting
Find the user's most recent meeting and return its details.
Find All Meetings
Find meetings and show their details, attendees, and transcripts.
Create or Update Task
Creates a new task or updates an existing task.
Know More About Fireflies and Clio Integrations
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Frequently Asked Questions
To start, connect both your Fireflies and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireflies triggers actions in Clio (or vice versa).
Absolutely. You can customize how Fireflies 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 Fireflies 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 Fireflies 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 Fireflies
Fireflies.ai is an AI-powered meeting assistant that helps users transcribe, search, and analyze voice conversations. It integrates with various conferencing platforms to automatically record and transcribe meetings, making it easier for teams to collaborate and access important information from their discussions.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
