When this happens...
Contact Added to List

Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Action is the task that follows automatically within your NextLead integrations.
Creates a new lead.
Create a new sale with the details you provide.
Create a new lead structure in NextLead using the data you provide.
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Remove a sales deal from your NextLead account.
Deletes a structure (company record) from NextLead by Name or SIRET ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your NextLead and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in NextLead triggers actions in Clio (or vice versa).
Absolutely. You can customize how NextLead 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 NextLead 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 NextLead 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.
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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