Connect PDFMonkey and Clio to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

Action is the task that follows automatically within your PDFMonkey integrations.

Generate Document

Generate Document

Creates a new PDF document from a template using provided data.

Delete Document

Delete Document

Deletes a Document.

Find Document

Find Document

Gets detailes of document by its ID.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

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Frequently Asked Questions

How do I start an integration between PDFMonkey and Clio?

To start, connect both your PDFMonkey and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Clio (or vice versa).

Can we customize how data from PDFMonkey is recorded in Clio?

Absolutely. You can customize how PDFMonkey 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.

How often does the data sync between PDFMonkey and Clio?

The data sync between PDFMonkey and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PDFMonkey to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PDFMonkey and Clio?

Yes, you can set conditional logic to control the flow of data between PDFMonkey 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.

PDFMonkey

About PDFMonkey

PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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