Connect Shortcut and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Category
New Story
New Epic
New Label
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 Shortcut and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Category
Triggers when a new Category is Created.
New Story
Triggers when a new Story is Created.
New Epic
Triggers when a new epic is created.
New Label
Triggers when a new label is created.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your Shortcut integrations.
Create Story
Creates a new story in Shortcut.
Search Stories
Finds stories in your Shortcut workspace using a text query or selected filters.
Create a Category
Creates a new Category in Shortcut.
Create a Label
Creates a new Label
Find or Create a Story
Search for stories in Shortcut.
Create Epic
Creates a new epic in your Shortcut project.
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Frequently Asked Questions
To start, connect both your Shortcut and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortcut triggers actions in Clio (or vice versa).
Absolutely. You can customize how Shortcut 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 Shortcut 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 Shortcut 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 Shortcut
Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
