viasocket
userengage

userengage

Clio

Clio

Enable Integrations or automations with these events of userengage and Clio

Enable Integrations or automations with these events of userengage and Clio

Triggers

userengage

New Matter

Triggers when a new matter is created

userengage

New Activity

Triggers when a new activity is created

userengage

Bill State Updated

Triggers when the state of bill has changed

userengage

New Bill

Triggers when a new bill is created

userengage

New Calender Entry

Triggers when a new calender entry is created

userengage

New Communication

Triggers when a new communication is created

Actions

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Find a User

Find a user by name

userengage

Create Task

Creates a new task.

userengage

Update Person Contact

Updates an existing person contact.

userengage

Create Matter Note

Creates a new matter note.

userengage

Create Company Contact

Creates a company contact.

userengage

Create Calendar Entry

Creates a new calendar entry.

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
userengage

About userengage

UserEngage is a marketing automation system that connects all data about your customers with all the communication channels.

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Clio

About Clio

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

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