Connect inflow-inventory and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Order Created
Update Customer
Update Vendor
Updated Purchase Order
New Purchase Order
New Vendor
New Customer
Update Sales Order Created
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 inflow-inventory and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Order Created
Triggers When new sales order is created.
Update Customer
Triggers when existing customer is updated.
Update Vendor
Triggers when existing Vendor is Updated.
Updated Purchase Order
Triggers when existing purchase order is updated.
New Purchase Order
Triggers when new purchase order is created.
New Vendor
Triggers when new Vendor is Created.
Do thisActions
Action is the task that follows automatically within your inflow-inventory integrations.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
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Frequently Asked Questions
To start, connect both your inflow-inventory and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in inflow-inventory triggers actions in Clio (or vice versa).
Absolutely. You can customize how inflow-inventory 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 inflow-inventory 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 inflow-inventory 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 inflow-inventory
inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
