Connect Joget and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New CRM Account
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 Joget and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New CRM Account
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
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 Joget integrations.
App version list
Retrieves all version of an app.
List All Apps
Retrieve a list of all available apps.
List Published Userviews
Retrieve a list of published userviews for an app.
List Published processes
Return all published app processes available in the Joget instance.
List forms of an specific App
Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.
List CRM Accounts
Retrieve a list of completed processes from the configured Joget Cloud instance.
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Frequently Asked Questions
To start, connect both your Joget and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in Clio (or vice versa).
Absolutely. You can customize how Joget 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 Joget 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 Joget 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 Joget
Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
