Connect humanitix and Clio to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attendes

New Attendes

Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.

New Event

New Event

Triggers when a new event is created in your account.

New Order

New Order

Triggers when a new order is made in one of your events. This includes just the high level order information

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

Do thisActions

Action is the task that follows automatically within your humanitix integrations.

Search Event

Search Event

Search for any current Event by Id.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

Create Matter Note

Create Matter Note

Creates a new matter note.

Create Company Contact

Create Company Contact

Creates a company contact.

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Frequently Asked Questions

How do I start an integration between humanitix and Clio?

To start, connect both your humanitix and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in humanitix triggers actions in Clio (or vice versa).

Can we customize how data from humanitix is recorded in Clio?

Absolutely. You can customize how humanitix 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.

How often does the data sync between humanitix and Clio?

The data sync between humanitix and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from humanitix to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between humanitix and Clio?

Yes, you can set conditional logic to control the flow of data between humanitix 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.

humanitix

About humanitix

Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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