Connect Superchat and Clio
Integrate Superchat with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when Contact Created in Superchat
Update Person Contact in Clio when Contact Created in Superchat
Create Matter Note in Clio when Contact Created in Superchat
Create Company Contact in Clio when Contact Created in Superchat
Create Calendar Entry in Clio when Contact Created in Superchat
Popular Superchat + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Superchat
When this happens...
Contact Created
Contact Updated
New Inbound Message
New Outbound Message
Note Created
Message Sending Failed
Conversation Done
Conversation Opened
Conversation Snoozed
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 Contact Created in Superchat
Use this flowUpdate Person Contact in Clio when Contact Created in Superchat
Use this flowCreate Matter Note in Clio when Contact Created in Superchat
Use this flowCreate Company Contact in Clio when Contact Created in Superchat
Use this flowCreate Calendar Entry in Clio when Contact Created in Superchat
Use this flowCreate New Folder in Clio when Contact Created in Superchat
Use this flowFind Or Create Matter in Clio when Contact Created in Superchat
Use this flowCreate Contact in Clio when Contact Created in Superchat
Use this flowCreate Matter in Clio when Contact Created in Superchat
Use this flowUpdate Matter in Clio when Contact Created in Superchat
Use this flowSupported Triggers & Actions
Everything you can automate between Superchat and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
New Inbound Message
Triggers when a new message is received.
New Outbound Message
Triggers when a new message is sent.
Note Created
Triggers when a new note is created.
Message Sending Failed
Triggers when sending an outbound message failed.
Do thisActions
Action is the task that follows automatically within your Superchat integrations.
Create Contact
Creates a new contact.
Create Note
Creates a note in a coversation.
Add Contact to Contact List
Adds a contact to a contact list.
Update Contact
Updates an existing contact.
Update Conversation
Updates an existing conversation.
List all channels
Lists all channels in 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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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 Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Superchat 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 Superchat 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 Superchat triggers actions in Clio, and a separate workflow where Clio triggers actions in Superchat. 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 Superchat and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Superchat 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.
