Connect Gorgias and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
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 Gorgias and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Triggers when a new support ticket 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
New Communication Is Created
Runs when new communication is created
Do thisActions
Action is the task that follows automatically within your Gorgias integrations.
Create Gorgias ticket
Create a new support ticket in Gorgias using the customer's email, subject, tags, and initial message.
Create customer
Add a new customer to Gorgias with their contact channel, name, email, language, and time zone.
Update Customer
Update a customer's name, email, language, timezone, or contact channel using their customer ID.
Delete Customer
Remove a customer from Gorgias using their customer ID.
Add message to ticket
Add a message to the selected Gorgias ticket so it appears in the ticket conversation.
Create User
Add a new user to Gorgias with an email and role, and set optional language, country, and timezone.
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Frequently Asked Questions
To start, connect both your Gorgias and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Gorgias triggers actions in Clio (or vice versa).
Absolutely. You can customize how Gorgias 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 Gorgias 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 Gorgias 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 Gorgias
Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
