Connect Quire and Clio to Build Intelligent Automations

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Quire

When this happens...

Choose an Action

Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task in Project

New Task in Project

Trigger when new task is created.

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

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

Action is the task that follows automatically within your Quire integrations.

Get all organizations

Get all organizations

Get all existing organizations

Find User

Find User

find an existing user in quire account.

Find task by ID

Find task by ID

Find task by Id.

Create Task Comment

Create Task Comment

Update Task

Update Task

update an existing task.

Create Task

Create Task

Add a new task in a project.

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Frequently Asked Questions

How do I start an integration between Quire and Clio?

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

Can we customize how data from Quire is recorded in Clio?

Absolutely. You can customize how Quire 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 Quire and Clio?

The data sync between Quire 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 Quire 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 Quire and Clio?

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

Quire

About Quire

Quire is a collaborative project management tool designed to help teams plan, organize, and execute their tasks efficiently. It offers features such as task lists, Kanban boards, and real-time collaboration to streamline project workflows.

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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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