Connect webCRM and Clio
Integrate webCRM with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when New Activity Is Created in webCRM
Update Person Contact in Clio when New Activity Is Created in webCRM
Create Matter Note in Clio when New Activity Is Created in webCRM
Create Company Contact in Clio when New Activity Is Created in webCRM
Create Calendar Entry in Clio when New Activity Is Created in webCRM
Popular webCRM + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
Clio
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
Create or Update Task in Clio when New Activity Is Created in webCRM
Use this flowUpdate Person Contact in Clio when New Activity Is Created in webCRM
Use this flowCreate Matter Note in Clio when New Activity Is Created in webCRM
Use this flowCreate Company Contact in Clio when New Activity Is Created in webCRM
Use this flowCreate Calendar Entry in Clio when New Activity Is Created in webCRM
Use this flowCreate New Folder in Clio when New Activity Is Created in webCRM
Use this flowFind Or Create Matter in Clio when New Activity Is Created in webCRM
Use this flowCreate Contact in Clio when New Activity Is Created in webCRM
Use this flowCreate Matter in Clio when New Activity Is Created in webCRM
Use this flowUpdate Matter in Clio when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Clio, and a separate workflow where Clio triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
