Connect Keka and Clio to Build Intelligent Automations

Choose a Trigger

Keka

When this happens...

Choose an Action

Clio

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

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

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

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

Deactivate Employee

Deactivate Employee

Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.

List leave types

List leave types

List all leave types in your Keka account.

List All Employee Salary Details

List All Employee Salary Details

Search Employee Salary Details by Employee Number

List Employee Documents

List Employee Documents

Get documents for one or more employees by email or employee ID. Optionally filter by document type.

List document types

List document types

Lists all document types in your Keka account, including each type's fields and whether they are required.

List All Attendance Records

List All Attendance Records

Retrieve attendance records for specified employees (search by name or employee IDs) within an optional date range.

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Frequently Asked Questions

How do I start an integration between Keka and Clio?

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

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

Absolutely. You can customize how Keka 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 Keka and Clio?

The data sync between Keka 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 Keka 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 Keka and Clio?

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

Keka

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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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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