Connect Robocorp and Clio
Integrate Robocorp with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when Process Run completed in Robocorp
Update Person Contact in Clio when Process Run completed in Robocorp
Create Matter Note in Clio when Process Run completed in Robocorp
Create Company Contact in Clio when Process Run completed in Robocorp
Create Calendar Entry in Clio when Process Run completed in Robocorp
Popular Robocorp + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Robocorp
When this happens...
Process Run completed
Process Run Unresolved
Process Run Started
Assistant created
Process Created
Task Packages Created
Process Runs Created
Choose an action
Clio
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
Create or Update Task in Clio when Process Run completed in Robocorp
Use this flowUpdate Person Contact in Clio when Process Run completed in Robocorp
Use this flowCreate Matter Note in Clio when Process Run completed in Robocorp
Use this flowCreate Company Contact in Clio when Process Run completed in Robocorp
Use this flowCreate Calendar Entry in Clio when Process Run completed in Robocorp
Use this flowCreate New Folder in Clio when Process Run completed in Robocorp
Use this flowFind Or Create Matter in Clio when Process Run completed in Robocorp
Use this flowCreate Contact in Clio when Process Run completed in Robocorp
Use this flowCreate Matter in Clio when Process Run completed in Robocorp
Use this flowUpdate Matter in Clio when Process Run completed in Robocorp
Use this flowSupported Triggers & Actions
Everything you can automate between Robocorp and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant created.
Process Created
Trigger when a Process created.
Task Packages Created
Trigger when a new task packages.
Do thisActions
Action is the task that follows automatically within your Robocorp integrations.
Create Assets
Creates a new asset.
Create Assistant
Creates an new assistant.
Create Asset Upload
Create an asset and add content to it.
Search Assistants
Search assistants.
Search Processes
Search processes in a workspace.
Search Assets
Search assets within a workspace.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Robocorp and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Robocorp and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Robocorp triggers actions in Clio, and a separate workflow where Clio triggers actions in Robocorp. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Robocorp and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Robocorp and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
