Connect Reamaze and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation Starts
New Message Created
New Contact Created
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 Reamaze and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation Starts
Runs when new conversation starts
New Message Created
Runs when new message is created
New Contact Created
Runs when new contact is created
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
Do thisActions
Action is the task that follows automatically within your Reamaze integrations.
Create Contact
Create a contact in Reamaze
Create Message
Send a message in a conversation
Create Conversation
Create a new customer conversation.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
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Frequently Asked Questions
To start, connect both your Reamaze and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in Clio (or vice versa).
Absolutely. You can customize how Reamaze 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 Reamaze 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 Reamaze 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
