Connect Weekdone and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Objective
New Item
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 Weekdone and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item is created.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
New Calendar Entry
Runs when new calendar entry is created
Do thisActions
Action is the task that follows automatically within your Weekdone integrations.
Create Objective
Creates a new objective in Weekdone.
Update Objective
Updates an existing objective in Weekdone.
Get All Items
Get all existing items
Create New Item
Create a New Item.
List Objectives
Get all Objectives
Update Item
Update item
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Frequently Asked Questions
To start, connect both your Weekdone and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in Clio (or vice versa).
Absolutely. You can customize how Weekdone 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 Weekdone 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 Weekdone 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 Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
