Connect Vyte and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Is Created
Event Is Updated
Event Is Confirmed
Event Cancelled
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 Vyte and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Is Created
Runs when new event is created
Event Is Updated
Runs when Event Is Updated
Event Is Confirmed
Runs when Event Is Confirmed
Event Cancelled
Runs when event is cancelled
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your Vyte integrations.
Find Event
Find an event by title or invitee email.
Confirm Event
Confirm an event to finalize the booking
Cancel Event
Cancel a scheduled event.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
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Frequently Asked Questions
To start, connect both your Vyte and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Vyte triggers actions in Clio (or vice versa).
Absolutely. You can customize how Vyte 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 Vyte 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 Vyte 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 Vyte
Vyte is a tool that makes scheduling appointments, meetings, and customers bookings easy and user-friendly.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
