Connect Whautomate and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Contact
New Appointment Scheduled
Appointment Cancelled
Appointment Reschedule
Client Tag Created
Client Tag Removed
New Invoice
Invoice Sent
Invoice Paid
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List All Reports
List All Task
List All User
List All Group
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created in whautomate
New Contact
Triggers when a new contact is created
New Appointment Scheduled
Triggers when a new appointment is scheduled
Appointment Cancelled
Triggers when the appointment is cancelled
Appointment Reschedule
Triggers when an existing appointment is reschedule
Client Tag Created
Triggers when a client is added to a tag
Do thisActions
Action is the task that follows automatically within your Whautomate integrations.
Assign Tags to Client
Assigns Tag(s) to an existing Client in Whautomate.
Create Client
Creates a new Client in Whautomate.
Search Contact
Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.
Create Appointment
Creates an Appointment in Whautomate.
Assign Tags to Contact
Assigns Tag(s) to an existing contact in Whautomate.
Search Client
Searches Client based on Name, Phone, or Email in your Whautomate account.
Know More About Whautomate and Clio Integrations
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Frequently Asked Questions
To start, connect both your Whautomate and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Whautomate triggers actions in Clio (or vice versa).
Absolutely. You can customize how Whautomate 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 Whautomate 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 Whautomate 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 Whautomate
Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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