
When this happens...

Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Triggers when a new contact is created
Action is the task that follows automatically within your Timing App integrations.
Retrieve all the projects.
Retrieve the details of project.
Delete the project permanently.
Shows all the reports.
Retrieve all the teams.
Show all the members of team.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Timing App and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Timing App triggers actions in Clio (or vice versa).
Absolutely. You can customize how Timing App 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 Timing App 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 Timing App 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.
Timing App is a comprehensive time tracking software designed to help individuals and teams efficiently manage their time and productivity. With features like automatic time tracking, detailed reports, and project management integration, it ensures that users can optimize their workflow and focus on what truly matters.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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