Connect SuiteDash and Clio
Integrate SuiteDash with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SuiteDash + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
SuiteDash
When this happens...
New Company
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 New Company in Suitedash
Use this flowUpdate Person Contact in Clio when New Company in Suitedash
Use this flowCreate Matter Note in Clio when New Company in Suitedash
Use this flowCreate Company Contact in Clio when New Company in Suitedash
Use this flowCreate Calendar Entry in Clio when New Company in Suitedash
Use this flowCreate New Folder in Clio when New Company in Suitedash
Use this flowFind Or Create Matter in Clio when New Company in Suitedash
Use this flowCreate Contact in Clio when New Company in Suitedash
Use this flowCreate Matter in Clio when New Company in Suitedash
Use this flowUpdate Matter in Clio when New Company in Suitedash
Use this flowSupported Triggers & Actions
Everything you can automate between SuiteDash and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company 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
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when new communication is created
Do thisActions
Action is the task that follows automatically within your SuiteDash integrations.
Create a Contact
Creates a New Contact.
List Contacts
Get all Existing Contacts.
Create a Company
Creates a New Company.
Find a Company
You can find a company by Name or Id.
Find a Contact
Find an existing Contact only by Email Address.
Update a Company
Updates an Existing Company.
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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AI will build it for you
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 SuiteDash
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
Learn moreSimilar apps
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 SuiteDash 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 SuiteDash 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 SuiteDash triggers actions in Clio, and a separate workflow where Clio triggers actions in SuiteDash. 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 SuiteDash and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SuiteDash 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.
