Connect Memory and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Memory
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 Memory and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Memory integrations.
Create a record
Add a new record to Memory or update an existing one.
Find record
Find items by ID or matching fields.
Update a record
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
Delete record by Id
Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.
Get all records
Get documents from Memory.
Memory
Memory is available across the workspace in any flow.
Know More About Memory and Clio Integrations
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Frequently Asked Questions
To start, connect both your Memory and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Memory triggers actions in Clio (or vice versa).
Absolutely. You can customize how Memory 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 Memory 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 Memory 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 Memory
A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
