Connect PDFGate and Clio
Integrate PDFGate with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Matter in Clio when Envelope Sent from PDF Gate
Create or Update Task in Clio when Envelope Completed in PDF Gate
Update Person Contact in Clio when Envelope Completed in PDF Gate
Create Matter Note in Clio when Envelope Completed in PDF Gate
Create Company Contact in Clio when Envelope Completed in PDF Gate
Popular PDFGate + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
PDFGate
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
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 Report
Get Report
Download Report
Get All Reports
Create Matter in Clio when Envelope Sent from PDF Gate
Use this flowCreate or Update Task in Clio when Envelope Completed in PDF Gate
Use this flowUpdate Person Contact in Clio when Envelope Completed in PDF Gate
Use this flowCreate Matter Note in Clio when Envelope Completed in PDF Gate
Use this flowCreate Company Contact in Clio when Envelope Completed in PDF Gate
Use this flowCreate Calendar Entry in Clio when Envelope Completed in PDF Gate
Use this flowCreate New Folder in Clio when Envelope Completed in PDF Gate
Use this flowFind Or Create Matter in Clio when Envelope Completed in PDF Gate
Use this flowCreate Contact in Clio when Envelope Completed in PDF Gate
Use this flowCreate Matter in Clio when Envelope Completed in PDF Gate
Use this flowSupported Triggers & Actions
Everything you can automate between PDFGate and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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
Do thisActions
Action is the task that follows automatically within your PDFGate integrations.
Upload PDF
Upload a PDF file
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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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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 Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PDFGate 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 PDFGate 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 PDFGate triggers actions in Clio, and a separate workflow where Clio triggers actions in PDFGate. 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 PDFGate and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PDFGate 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.
