Connect Plane.so and Clio
Integrate Plane.so with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a Project in Planeso when New Matter Created in Clio
Fetch all projects from Plane.so when New Matter Created in Clio
Get Project Details in Planeso when New Matter Created in Clio
Update project details in Planeso when New Matter Created in Clio
Create an Issue in Planeso when New Matter Created in Clio
Popular Plane.so + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
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
Add a Project in Planeso when New Matter Created in Clio
Use this flowFetch all projects from Plane.so when New Matter Created in Clio
Use this flowGet Project Details in Planeso when New Matter Created in Clio
Use this flowUpdate project details in Planeso when New Matter Created in Clio
Use this flowCreate an Issue in Planeso when New Matter Created in Clio
Use this flowRetrieve Project Issues in Planeso when New Matter Created in Clio
Use this flowGet a issue details in Planeso when New Matter Created in Clio
Use this flowDelete an issue in Planeso when New Matter Created in Clio
Use this flowAdd a Project in Planeso when New Activity in Clio
Use this flowFetch all projects from Plane.so when New Activity in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Triggers when a issue is modify.
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
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
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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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.
Learn moreSimilar apps
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 Plane.so 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 Plane.so 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 Plane.so triggers actions in Clio, and a separate workflow where Clio triggers actions in Plane.so. 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 Plane.so and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so 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.
