Connect Un-static and Clio to Build Intelligent Automations

Choose a Trigger

Un-static

When this happens...

Choose an Action

Clio

Automatically do this!

Ready to use Un-static and Clio automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form

New Form

Triggers when a new form is created.

New Matter Created

New Matter Created

Runs when a new matter is created in Clio.

New Activity

New Activity

Runs when new activity is created

New Bill Created

New Bill Created

Runs when new bill is created

New Calendar Entry

New Calendar Entry

Runs when new calendar entry is created

New Communication Is Created

New Communication Is Created

Runs when new communication is created

Do thisActions

Action is the task that follows automatically within your Un-static integrations.

Create or Update Task

Create or Update Task

Creates a new task or updates an existing task.

Update Person Contact

Update Person Contact

Update an existing person contact

Create Matter Note

Create Matter Note

Creates a new matter note.

Create Company Contact

Create Company Contact

Creates a company contact.

Create Calendar Entry

Create Calendar Entry

Create a calendar entry in Clio.

Create New Folder

Create New Folder

Create a new folder

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Frequently Asked Questions

How do I start an integration between Un-static and Clio?

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

Can we customize how data from Un-static is recorded in Clio?

Absolutely. You can customize how Un-static 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 Un-static and Clio?

The data sync between Un-static 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 Un-static 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 Un-static and Clio?

Yes, you can set conditional logic to control the flow of data between Un-static 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.

Un-static

About Un-static

Un-static is a dynamic platform designed to revolutionize the way you manage and interact with your digital content. With a focus on flexibility and innovation, Un-static offers tools to enhance your content creation and management processes, making it easier to adapt to changing needs and trends.

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Clio

About Clio

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

Learn More