Connect OnOffice Enterprise and Clio
Integrate OnOffice Enterprise with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Calendar Appointment in OnOffice Enterprise when Contact Updated in Clio
Create Calendar Appointment in OnOffice Enterprise when Folder Updated in Clio
Create Agent Log Entry in OnOffice Enterprise when Contact Is Deleted in Clio
Create Estate in OnOffice Enterprise when Document Updated in Clio
Create Estate in OnOffice Enterprise when Matter Status Updated in Clio
Popular OnOffice Enterprise + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
OnOffice Enterprise
When this happens...
- Request a new Trigger for OnOffice Enterprise
Choose an action
Clio
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
Create Calendar Appointment in OnOffice Enterprise when Contact Updated in Clio
Use this flowCreate Calendar Appointment in OnOffice Enterprise when Folder Updated in Clio
Use this flowCreate Agent Log Entry in OnOffice Enterprise when Contact Is Deleted in Clio
Use this flowCreate Estate in OnOffice Enterprise when Document Updated in Clio
Use this flowCreate Estate in OnOffice Enterprise when Matter Status Updated in Clio
Use this flowCreate Estate in OnOffice Enterprise when Contact Updated in Clio
Use this flowGet Estate Listings from OnOffice Enterprise when Contact Is Deleted in Clio
Use this flowCreate Calendar Appointment in OnOffice Enterprise when Document Updated in Clio
Use this flowGet Appointments from OnOffice Enterprise when Folder Updated in Clio
Use this flowGet Estate Listings from OnOffice Enterprise when Matter Status Updated in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between OnOffice Enterprise and Clio.
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 OnOffice Enterprise integrations.
Create Agent Log Entry
Create agent activity log
Create Calendar Appointment
Create calendar appointment
Get Appointments
Get appointments between dates
Get Estate Listings
Retrieve estate listings
Create Estate
Create a new property listing
Create or Update Task
Creates a new task or updates an existing task.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About OnOffice Enterprise
Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OnOffice Enterprise and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OnOffice Enterprise and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where OnOffice Enterprise triggers actions in Clio, and a separate workflow where Clio triggers actions in OnOffice Enterprise. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OnOffice Enterprise and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OnOffice Enterprise and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
