Connect Readwise and Clio to Build Intelligent Automations

Choose a Trigger

Readwise

When this happens...

Choose an Action

Clio

Automatically do this!

Ready to use Readwise and Clio automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Matter Created

New Matter Created

Runs when a new matter is created in Clio.

New Activity

New Activity

Runs when new activity is created

New Bill Created

New Bill Created

Runs when new bill is created

New Calendar Entry

New Calendar Entry

Runs when new calendar entry is created

New Communication Is Created

New Communication Is Created

Runs when new communication is created

New Contact

New Contact

Triggers when a new contact is created

Do thisActions

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

Create Highlight

Create Highlight

Creates a Highlight.

Update Highlight

Update Highlight

Updates an existing Highlight.

Delete Highlight

Delete Highlight

Delete an existing Highlight .

Create Tag for Highlight

Create Tag for Highlight

Creates a tag for an existing Highlight.

Update Tag for Highlight

Update Tag for Highlight

Update an existing tag for an existing Highlight.

Delete Tag for Highlight

Delete Tag for Highlight

Deletes an existing tag for an existing Highlight.

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Frequently Asked Questions

How do I start an integration between Readwise and Clio?

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

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

Absolutely. You can customize how Readwise 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 Readwise and Clio?

The data sync between Readwise 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 Readwise 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 Readwise and Clio?

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

Readwise

About Readwise

Readwise is a platform designed to help users manage and revisit their digital highlights and notes from various reading sources. It allows users to sync their highlights from Kindle, Instapaper, Pocket, and other reading apps, and then surfaces these highlights through daily emails and a web app to reinforce learning and retention.

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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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