Connect Google Task and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
New Task List
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 Google Task and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when a new task is created in a task list
New Task List
Runs when new task list is created
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 Google Task integrations.
Create Task
Adds a new task to the chosen Google Tasks list.
Create Task List
create a new task list.
List all Tasklist
List all tasklist
Get Tasks by List
List all task by tasklist.
Update Task
Updates the selected task's title, notes, status, or due date.
Delete Task
Deletes a task from your Google Tasks list.
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Frequently Asked Questions
To start, connect both your Google Task and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Task triggers actions in Clio (or vice versa).
Absolutely. You can customize how Google Task 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 Google Task 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 Google Task 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 Google Task
Google Task is a task management service provided by Google that allows users to create, manage, and organize their to-do lists and tasks efficiently. It integrates seamlessly with other Google services, making it easy to keep track of your tasks and deadlines.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
