Connect Savvycal and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Event Canceled
Rescheduled Event
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 Savvycal and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event is created
Event Canceled
Trigger when an event is canceled
Rescheduled Event
Trigger when an event is rescheduled.
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 Savvycal integrations.
Get Account User
Get existing account user details
List Events
Get a list of your events scheduled via SavvyCal.
List Scheduling Links
Get a list of scheduling links.
List Time Zones
Get a list of all canonical zones in the time zone database.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
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Frequently Asked Questions
To start, connect both your Savvycal and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Savvycal triggers actions in Clio (or vice versa).
Absolutely. You can customize how Savvycal 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 Savvycal 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 Savvycal 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 Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
