Connect Plane.so and Clio to Build Intelligent Automations

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Plane.so

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Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Issue Created

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

Issue Updated

Issue Updated

Triggers when a issue is modify.

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

Do thisActions

Action is the task that follows automatically within your Plane.so integrations.

Add a Project

Add a Project

Add project in a workspace.

Fetch all  projects

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get Project Details

Get project details in a workspace.

Update project details

Update project details

Update a project in a workspace.

Create an Issue

Create an Issue

Adds a new issue to a specified project.

Retrieve Project Issues

Retrieve Project Issues

Retrieves a list of all issues within a specific project.

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Frequently Asked Questions

How do I start an integration between Plane.so and Clio?

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

Can we customize how data from Plane.so is recorded in Clio?

Absolutely. You can customize how Plane.so 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 Plane.so and Clio?

The data sync between Plane.so 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 Plane.so 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 Plane.so and Clio?

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

Plane.so

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

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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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