Integrate BambooHR with Clio
Appy Pie Connect allows you to automate multiple workflows between BambooHR and Clio
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BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.
About Clio
Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
Want to explore BambooHR + Clio quick connects for faster integration? Here’s our list of the best BambooHR + Clio quick connects.
Explore quick connectsIt's easy to connect BambooHR + Clio without coding knowledge. Start creating your own business flow.
- Triggers
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Changed ReportTriggers when a company report changes. Works best with reports sorted by a date field in descending order.
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Get Summary of Who is OutGet a summary of who's out of the office on a given date
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New EmployeeTriggers when a new employee is created.
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New Employee InstantTriggers when an employee created.
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New Time OffTriggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
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New Time Off RequestTriggers when a new time off request is created by an employee whose requests you're able to approve
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New ActivityTriggers when a new activity is Created.
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New ActivityDescriptionTriggers when new ActivityDescription is created.
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New BillTriggers when a new Billis created.
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New Calendar EntryTriggers when a new Calendar Entry is Created.
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New CommunicationTriggers when a new Communication is added.
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New ContactTriggers when a new Contact is created.
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New DocumentTriggers when a new Document is added.
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New Expense CategoryTriggers when a new Expense Category is created.
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New FolderTriggers when a new Folder is created.
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New MatterTriggers when a new Matter is created.
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New TaskTriggers when a new Task is created.
- Actions
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Create EmployeeCreates a new employee
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Respond to Time Off RequestApprove, deny, or cancel a time off request.
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Update EmployeeUpdates an existing employee
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Create Activity DescriptionCreates a new ActivityDescription.
How BambooHR & Clio Integrations Work
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Step 1: Choose BambooHR as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Clio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from BambooHR to Clio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
App Integrations Frequently Asked Questions
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