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Frequently Asked Questions about Clio + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Salesforce
How do I integrate Clio with Salesforce using your platform?
You can integrate Clio with Salesforce by setting up a Zap in our platform. Begin by selecting Clio as your trigger app and Salesforce as your action app, then follow the prompt to connect your accounts. You can choose triggers such as 'New Matter' in Clio and link them to actions like 'Create Record' in Salesforce.
What triggers are available for Clio when integrating with Salesforce?
For Clio, we provide various triggers including 'New Matter', 'Updated Task', and 'New Contact'. These triggers help keep your data in sync by automatically initiating actions in Salesforce whenever an event occurs in Clio.
Can I update existing records in Salesforce using this integration?
Yes, you can update existing records in Salesforce. By setting up an appropriate action like 'Update Record', you can ensure that changes in Clio—such as updated client information—are reflected immediately in your Salesforce records.
What types of actions can be performed in Salesforce through this integration?
In the integration with Clio, you can perform several actions within Salesforce, such as creating or updating records, adding contacts to campaigns, or even generating tasks based on activities logged within Clio.
Is there a limit to how many times triggers can fire between Clio and Salesforce?
The number of times a trigger can fire is subject to the plan you have with us. Each trigger event from Clio—for instance, when a new matter is created—will consume one task from your monthly task limit when it initiates an action in Salesforce.
Do I need any special permissions or settings within Clio or Salesforce to set up the integration?
To set up the integration you need admin access on both platforms. In Clio, ensure you have permissions to manage apps and API access enabled. Similarly in Salesforce, make sure you have permission to create and update relevant objects through API calls.
How often is data synchronized between Clio and Salesforce using this integration?
Data synchronization between Clio and Salesforce occurs based on the real-time triggers you've set up. As soon as an event takes place (e.g., a new contact is added), it's immediately processed according to the specified action steps for instant synchronization.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.