Connect Teamgate and Clio
Integrate Teamgate with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when New Company Created in Teamgate
Update Person Contact in Clio when New Company Created in Teamgate
Create Matter Note in Clio when New Company Created in Teamgate
Create Company Contact in Clio when New Company Created in Teamgate
Create Calendar Entry in Clio when New Company Created in Teamgate
Popular Teamgate + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamgate
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed
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 Created in Teamgate
Use this flowUpdate Person Contact in Clio when New Company Created in Teamgate
Use this flowCreate Matter Note in Clio when New Company Created in Teamgate
Use this flowCreate Company Contact in Clio when New Company Created in Teamgate
Use this flowCreate Calendar Entry in Clio when New Company Created in Teamgate
Use this flowCreate New Folder in Clio when New Company Created in Teamgate
Use this flowFind Or Create Matter in Clio when New Company Created in Teamgate
Use this flowCreate Contact in Clio when New Company Created in Teamgate
Use this flowCreate Matter in Clio when New Company Created in Teamgate
Use this flowUpdate Matter in Clio when New Company Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Teamgate and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Teamgate integrations.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
List Products Collection
Retrieves the list of all product records from your Teamgate CRM account.
List Emails Collection
Retrieves a list of all emails from your Teamgate account
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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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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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 Teamgate 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 Teamgate 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 Teamgate triggers actions in Clio, and a separate workflow where Clio triggers actions in Teamgate. 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 Teamgate and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamgate 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.
