Connect Netlify and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deploy Started
Deploy Succeeded after failing
New Deploy Failed
New Form Submission
Deploy Created
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 Netlify and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deploy Started
Triggers when a new deploy of your site has started building.
Deploy Succeeded after failing
Triggers when a new version of your site has successfully deployed after failing.
New Deploy Failed
Triggers when a new deploy of your site has failed.
New Form Submission
Triggers when a form receives a new submission.
Deploy Created
Triggers when a new deploy is created.
New Matter Created
Runs when a new matter is created in Clio.
Do thisActions
Action is the task that follows automatically within your Netlify integrations.
Start deploy
Performs a new deploy of an existing site.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
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Frequently Asked Questions
To start, connect both your Netlify and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Netlify triggers actions in Clio (or vice versa).
Absolutely. You can customize how Netlify 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 Netlify 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 Netlify 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 Netlify
Netlify is a platform that automates the deployment and management of modern web projects. It provides continuous deployment, a powerful build environment, and a global CDN to deliver your sites quickly and securely.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
