Connect Jira Software Cloud and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue
New Issue (Via JQL)
Updated Issue
Updated Comment
New Comment
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Ready to use Jira Software Cloud and Clio automations
Explore more automations built by businesses and experts
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue
Triggers when a new issue is created
New Issue (Via JQL)
Triggers when a new issue is added that matches some JQL
Updated Issue
Triggers when an existing issue is updated
Updated Comment
Triggers when a comment on a issue is updated
New Comment
Triggers when a new comment is added to an issue
New Matter
Triggers when a new matter is created
Do thisActions
Action is the task that follows automatically within your Jira Software Cloud integrations.
Find User
finds an existing user
Find Project
Searches for a project by name or key
Find Issue via JQL
Searches for an issue via JQL
Find Component
Searches for a component by name
Add Comment to Issue
Adds a new comment to an issue
Add Watcher to Issue
Adds a new watcher to an issue
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Frequently Asked Questions
To start, connect both your Jira Software Cloud and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Jira Software Cloud triggers actions in Clio (or vice versa).
Absolutely. You can customize how Jira Software Cloud 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 Jira Software Cloud 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 Jira Software Cloud 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 Jira Software Cloud
Jira Software Cloud is a powerful project management tool developed by Atlassian, designed to help teams plan, track, and manage their work efficiently. It offers a wide range of features including issue tracking, agile project management, and customizable workflows to streamline collaboration and productivity.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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