Connect Keka and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee Added
Employee Clocks In
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 Keka and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee Added
Triggered when a new employee is added to Keka.
Employee Clocks In
Runs when an employee clocks in.
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
Do thisActions
Action is the task that follows automatically within your Keka integrations.
Create Exit Request
Record resignation and last day
List leave types
List all leave types in your Keka account.
List All Employee Salary Details
Search Employee Salary Details by Employee Number
List Employee Documents
Get documents for one or more employees by email or employee ID. Optionally filter by document type.
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
Retrieve attendance records for specified employees (search by name or employee IDs) within an optional date range.
Know More About Keka and Clio Integrations
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Frequently Asked Questions
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).
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.
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.
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 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.
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.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
