Connect Pinata and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Public File
New Public Group
New Private File
Choose an Action
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 All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Ready to use Pinata and Clio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Public File
Trigger When a New Public File is uploaded .
New Public Group
Triggers when a New Public Group created.
New Private File
Trigger When a New Private File is uploaded .
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
Do thisActions
Action is the task that follows automatically within your Pinata integrations.
Create Group
Creates a grpoup in your Pinata account.
Search Groups
Search groups based on Filter.
Update Group
Updates an existing Group.
Update Files
Update an existing file.
Search Files
Search Files based on filters.
Add File to group
Attach a file to a specific group.
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Frequently Asked Questions
To start, connect both your Pinata and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinata triggers actions in Clio (or vice versa).
Absolutely. You can customize how Pinata 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 Pinata 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 Pinata 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 Pinata
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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