Connect Teamcamp and Clio to Build Intelligent Automations

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Teamcamp

When this happens...

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Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in Teamcamp.

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

Action is the task that follows automatically within your Teamcamp integrations.

Create Task

Create Task

Creates a new task in Teamcamp.

Create Project

Create Project

List Projects

List Projects

Get the list of all projects.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

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Frequently Asked Questions

How do I start an integration between Teamcamp and Clio?

To start, connect both your Teamcamp and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamcamp triggers actions in Clio (or vice versa).

Can we customize how data from Teamcamp is recorded in Clio?

Absolutely. You can customize how Teamcamp 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.

How often does the data sync between Teamcamp and Clio?

The data sync between Teamcamp and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamcamp to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamcamp and Clio?

Yes, you can set conditional logic to control the flow of data between Teamcamp 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.

Teamcamp

About Teamcamp

Teamcamp is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate project management, task tracking, and team communication, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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