
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new transfer is added.
Triggers when a new subscription is created in Flutterwave.
Triggers when a subscription is cancelled in Flutterwave.
Triggers when a new transaction is added.
Runs when a new matter is created in Clio.
Runs when new activity is created
Action is the task that follows automatically within your Flutterwave integrations.
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
Creates a new task or updates an existing task.
Update an existing person contact

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To start, connect both your Flutterwave and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Clio (or vice versa).
Absolutely. You can customize how Flutterwave 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 Flutterwave 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 Flutterwave 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.
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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