Connect Zoom and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
New Meeting Registrant
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 Zoom and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new Zoom meeting is created.
New Meeting Registrant
Triggers when a new registrant is added to a meeting.
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 Zoom integrations.
Create a Meeting
Creates a meeting for a user
Get a Meeting
Returns the details of the meeting by meeting ID
List Meetings
List all upcoming meetings
Update a Meeting
Updates a meeting details by meeting id
Delete a Meeting
Deletes a meeting
Add a meeting registrant
Registers an attendee for a specified Zoom meeting and returns the registration confirmation.
Know More About Zoom and Clio Integrations
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Frequently Asked Questions
To start, connect both your Zoom and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom triggers actions in Clio (or vice versa).
Absolutely. You can customize how Zoom 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 Zoom 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 Zoom 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 Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
