Connect Podio and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item Created
New Workspace Created
New Activity
Item Updated
New View Added
Choose an Action
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
Ready to use Podio and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item Created
Runs when a new item is added to your Podio app.
New Workspace Created
Runs when a new workspace is created in Podio.
New Activity
Runs when there is new activity in your stream.
Item Updated
Runs when an existing item in an app is updated and does not run for comments.
New View Added
Runs when a new view is added to your Podio app.
New Matter Created
Runs when a new matter is created in Clio.
Do thisActions
Action is the task that follows automatically within your Podio integrations.
Create Status
Post a message to a workspace stream.
Create Item
Creates a new item in a Podio app.
Find Item
Find an item by title in an app.
Get all Files
Get all existing files.
Get all Tasks
Get all existing in a workspace
Create Task
Creates a new task in Podio.
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Frequently Asked Questions
To start, connect both your Podio and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Clio (or vice versa).
Absolutely. You can customize how Podio 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 Podio 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 Podio 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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
