Connect Wordpress and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post Created
Post Updated
New Comments
Post Deleted
Post Trash
New User Created
User Logs In
User Updates Profile
User Deleted
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 Wordpress and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Trigger when a new post is created.
Post Updated
Trigger when a specified post updated.
New Comments
Trigger when a new comment posted.
Post Deleted
Trigger when a post is deleted.
Post Trash
Trigger when a specified post is trashed.
New User Created
Trigger when a new user created.
Do thisActions
Action is the task that follows automatically within your Wordpress integrations.
Create Post
Create a new post in Wordpress.
Find Posts
Search and retrieve posts from your WordPress site using filters like keywords, author, category, or date.
Create New User
Creates a new user in WordPress.
Update User
Update an existing user in WordPress.
Delete an User
Delete an existing user by its ID in WordPress.
Create or Update Task
Creates a new task or updates an existing task.
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Frequently Asked Questions
To start, connect both your Wordpress and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Wordpress triggers actions in Clio (or vice versa).
Absolutely. You can customize how Wordpress 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 Wordpress 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 Wordpress 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 Wordpress
WordPress is a free and open-source content management system (CMS) based on PHP & MySQL. Features include a plugin architecture and a template system, referred to inside WordPress as Themes.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
