Connect ProdPad and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Contact
New Company
New Feedback
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 ProdPad and Clio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is created.
New Contact
Tiggers when a new contact is created.
New Company
Triggers when a new company is created.
New Feedback
Triggers when a new Feedback is created.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
Do thisActions
Action is the task that follows automatically within your ProdPad integrations.
Create Contact
Create a new Contact.
Create Feedback
Create new feedback.
Create Idea
Create a New Idea
Update Feedback
Update an existing piece of feedback
Update Contact
Update an existing Contact
Find Contact
Find an existing Contact by Contact ID.
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Frequently Asked Questions
To start, connect both your ProdPad and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in ProdPad triggers actions in Clio (or vice versa).
Absolutely. You can customize how ProdPad 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 ProdPad 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 ProdPad 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 ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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