Clio + IsOn24 AI Voice Assistant

Create IsOn24 AI Voice Assistant appointments from new Clio calendar entries

Automate your scheduling tasks between Clio and ISOn24 AI Voice Assistant with this efficient workflow. Whenever a new calendar entry is made in Clio, an appointment is instantly created in ISOn24 AI Voice Assistant. This not only streamlines your scheduling process but also ensures that you never miss out on important appointments.

When this happens...
New Calendar Entry
Triggers when a new calendar entry is created.
TriggerInstant
automatically do this!
Create Appointment
Creates a new appointment in IsOn24
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Scheduled
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Max Count
- Past Duration
- Since Timestamp
- Calendar Id
- Event Type
- Appointment state
Trigger
Scheduled
Try It
- Max Count
- Past Duration
- Since Timestamp
- Message Sender
Trigger
Scheduled
Try It
- External IdRequired
- Begin TimestampRequired
- End TimestampRequired
- Contact Phone NumberRequired
- Duration
- Resource CountRequired
- Contact Name
- Contact Email
- Appointment stateRequired
- Event Type
- Description
- IsOn24 Calendar IDRequired
Action
Write
- External IdRequired
- IsOn24 Appointment ID
- Begin TimestampRequired
- End TimestampRequired
- Contact Phone Number
- Duration
- Resource countRequired
- Contact Name
- Contact Email
- Appointment stateRequired
- Event Type
- Description
- IsOn24 Calendar ID

Clio + IsOn24 AI Voice Assistant

Create IsOn24 AI Voice Assistant appointments from new Clio calendar entries

Supported triggers and actions

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

New Appointment Update

New Message

Create Appointment

Update Appointment