Integrate Clio with PostgreSQL

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

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

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Clio Integrations

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.

About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

Clio + PostgreSQL Quick Connects

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

Explore quick connects

PostgreSQL Alternatives

Looking for the PostgreSQL Alternatives? Here is the list of top PostgreSQL Alternatives

MSSQL
MySQL

Connect Clio + PostgreSQL in easier way

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

Triggers
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.
New Column

Triggered when you add a new column.
New Row

Triggered when you add a new row.
New Row (Custom Query)

Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

Actions
Create Activity Description

Creates a new ActivityDescription.
Create Row

Adds a new row.
Update Row

Updates an existing row.

How Clio & PostgreSQL Integrations Work

Step 1: Choose Clio 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 PostgreSQL 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 Clio to PostgreSQL.

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