
When this happens...
New Lead Form Submitted

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.
Runs when lead form is submitted
Runs when a new matter is created in Clio.
Runs when new activity is created
Runs when new bill is created
Runs when new calendar entry is created
Runs when new communication is created
Action is the task that follows automatically within your Google Ads integrations.
Finds a Google Ads campaign that matches the provided campaign ID or name.
Add an email address to a Google Ads customer list.
Finds customer lists in Google Ads by list name or list number.
Sets a Google Ads campaign's status to Enabled, Paused, or Removed.
Sends offline customer events to Google Ads so they are linked to your ad campaigns.
Retrieves the details as per the query provided.

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To start, connect both your Google Ads and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Ads triggers actions in Clio (or vice versa).
Absolutely. You can customize how Google Ads 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 Ads 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 Ads 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.
Google Ads is an online advertising platform developed by Google, where advertisers can display brief advertisements, service offerings, product listings, or videos to web users. It can place ads both in the results of search engines like Google Search and on non-search websites, mobile apps, and videos.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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