Connect SendX and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New List Created
New Tag Created
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
Do thisActions
Action is the task that follows automatically within your SendX integrations.
Create Contact
Creates a new contact in SendX.
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
Unsubscribe Contact
Unsubscribe a Contact in SendX.
Search Contact By Email
Search Contact By Email in Mailtrap.
Create List
Creates a list in SendX.
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Frequently Asked Questions
To start, connect both your SendX and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in SendX triggers actions in Clio (or vice versa).
Absolutely. You can customize how SendX 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 SendX 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 SendX 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 SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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