Connect Teamhood and Clio
Integrate Teamhood with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Teamhood + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamhood
When this happens...
Item Created
Item Updated
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 Item Created in Teamhood
Use this flowUpdate Person Contact in Clio when Item Created in Teamhood
Use this flowCreate Matter Note in Clio when Item Created in Teamhood
Use this flowCreate Company Contact in Clio when Item Created in Teamhood
Use this flowCreate Calendar Entry in Clio when Item Created in Teamhood
Use this flowCreate New Folder in Clio when Item Created in Teamhood
Use this flowFind Or Create Matter in Clio when Item Created in Teamhood
Use this flowCreate Contact in Clio when Item Created in Teamhood
Use this flowUpdate Matter in Clio when Item Created in Teamhood
Use this flowCreate Time Entry in Clio when Item Created in Teamhood
Use this flowSupported Triggers & Actions
Everything you can automate between Teamhood and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
Item Created
Runs when a new item is created in the selected workspace.
Item Updated
Runs when an existing item in Teamhood is updated.
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
Do thisActions
Action is the task that follows automatically within your Teamhood integrations.
Complete Item
Marks the item as done.
Create Item
Creates a new item in your Teamhood board.
Create Board Row
Creates a new row on a Teamhood board with a title, start date, and end date.
Create Board
Creates a new board in Teamhood to organize tasks and projects.
Delete Item
Removes an item from Teamhood.
Create or Update Task
Creates a new task or updates an existing task.
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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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 Teamhood 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 Teamhood 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 Teamhood triggers actions in Clio, and a separate workflow where Clio triggers actions in Teamhood. 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 Teamhood and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamhood 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.
