Connect TimeOps and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
Choose an Action
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
Ready to use TimeOps and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when new project is created.
New User
Triggers when new user will be 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
Do thisActions
Action is the task that follows automatically within your TimeOps integrations.
Create Customer
Creates a customer.
Create Project
Creates a Project.
Create Registration
Creates a new registration.
Start Timer
Starts the timer by creating a new registration.
Stop Timer
Stop the currently running timer.
List Customers
list all the customers.
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Frequently Asked Questions
To start, connect both your TimeOps and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeOps triggers actions in Clio (or vice versa).
Absolutely. You can customize how TimeOps 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.
The data sync between TimeOps and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between TimeOps 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.
About TimeOps
TimeOps is a comprehensive platform designed to streamline and optimize time management and tracking for businesses and individuals. It offers tools for scheduling, tracking work hours, and analyzing productivity, making it an essential tool for efficient time management.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
