Connect Floworg AI and Clio
Integrate Floworg AI with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Tag By Name To User when New Matter Created in Clio
Add Tag To User in Floworg AI when New Matter Created in Clio
Broadcast Sub flow To User in Floworgai when New Matter Created in Clio
Clear User Field in Floworg AI when New Matter Created in Clio
Clear User Field by Name in Floworg AI when New Matter Created in Clio
Popular Floworg AI + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Floworg AI
When this happens...
- Request a new Trigger for Floworg AI
Choose an action
Clio
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
Add Tag By Name To User when New Matter Created in Clio
Use this flowAdd Tag To User in Floworg AI when New Matter Created in Clio
Use this flowBroadcast Sub flow To User in Floworgai when New Matter Created in Clio
Use this flowClear User Field in Floworg AI when New Matter Created in Clio
Use this flowClear User Field by Name in Floworg AI when New Matter Created in Clio
Use this flowCreate Custom Field in Floworg AI when New Matter Created in Clio
Use this flowCreate Tag in Floworgai when New Matter Created in Clio
Use this flowPause Bot Automation in Floworg AI when New Matter Created in Clio
Use this flowRemove Tag by Name from User in Floworgai when New Matter Created in Clio
Use this flowRemove Tag from User in Floworg AI when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Floworg AI and Clio.
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 Floworg AI integrations.
Add Tag By Name To User
Add tag by name to specific user
Add Tag To User
Add a tag to a specific user
Broadcast Sub flow To User
Broadcast sub flow by user ns list
Clear User Field
Clears the user variable field value
Clear User Field by Name
Clears the user variable field value by name
Create Custom Field
Create a bot field or user field
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Floworg AI and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Floworg AI and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Floworg AI triggers actions in Clio, and a separate workflow where Clio triggers actions in Floworg AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Floworg AI and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Floworg AI and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
