Integrate CheckMarket with Clio

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between CheckMarket and Clio

No code
No Credit Card
Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

Capterra Ease of Use for Application Development 21-Oct

CheckMarket Integrations

About CheckMarket

CheckMarket is an enterprise survey platform that will assist you and your team in creating and implementing effective and engaging surveys as well as providing you with relevant and actionable data.

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.

CheckMarket + Clio Quick Connects

Want to explore CheckMarket + Clio quick connects for faster integration? Here’s our list of the best CheckMarket + Clio quick connects.

Explore quick connects

Connect CheckMarket + Clio in easier way

It's easy to connect CheckMarket + Clio without coding knowledge. Start creating your own business flow.

Triggers
New Complete Respondent

Triggers when a respondent has completed a survey.
New Partial Respondent

Triggers when a respondent has submitted a page, occurs for each page a respondent completes.
Panelist Unsubscribed

Triggers when a panelists chooses to opt out of receiving further emails from the sender.
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.

Actions
Send Survey Invitation

Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.
Create Activity Description

Creates a new ActivityDescription.

How CheckMarket & Clio Integrations Work

Step 1: Choose CheckMarket as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Clio as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from CheckMarket to Clio.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.