Ivanti Service Manager + Clio Integrations
Integrate Ivanti Service Manager with Clio to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Ivanti Service Manager to Clio integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
Ivanti Service Manager, powered by HEAT, is the most affordable, flexible, and complete cloud-optimized ITSM solution available. It can easily scale and adapt to meet your specific business needs.
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.
Clio IntegrationsIt's easy to connect Ivanti Service Manager + Clio without coding knowledge. Start creating your own business flow.
- Triggers
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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 Activity DescriptionCreates a new ActivityDescription.
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