Clio Integrations, Integrate Clio using AI Agents
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging Clio integrations with Appy Pie Automate.
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Choose the app you want to Integrate with Clio
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Workday
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ADP
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Premium
Vend
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Zoom
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Premium
Amazon SQS
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Premium
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Shippo
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Premium
MailChimp Ecommerce
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Etsy
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Basecamp Classic
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Xendit
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Deskpro
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Loyverse
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kanban Tool
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Basin
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Getform
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SendFox
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uProc
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StoryChief
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SMTP by Automate
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Netlify
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IMAP by Automate
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AWeber
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Arthur Online
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CheckMarket
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Customerly
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Chargebee
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Mixpanel
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MongoDB
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Nimble
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Acuity Scheduling
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Teachable
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OnceHub
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Snov.io
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Gravity Forms
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Box
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Daylite
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WordPress Quiz Maker
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Keap
Here is a list of Clio Triggers and Actions available for Clio integrations
Explore the various ways you can integrate with Clio and automate your workflow by leveraging these Triggers and Actions.
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New Activity
Triggers when a new activity is Created.
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New ActivityDescription
Triggers when new ActivityDescription is created.
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New Bill
Triggers when a new Billis created.
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New Calendar Entry
Triggers when a new Calendar Entry is Created.
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New Communication
Triggers when a new Communication is added.
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New Contact
Triggers when a new Contact is created.
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New Document
Triggers when a new Document is added.
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New Expense Category
Triggers when a new Expense Category is created.
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New Folder
Triggers when a new Folder is created.
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New Matter
Triggers when a new Matter is created.
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New Task
Triggers when a new Task is created.
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Create Activity Description
Creates a new ActivityDescription.
How to Set Up Clio Integrations
Follow the steps below to start setting up your Clio integrations using Appy Pie Automate:
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![diagram]()
Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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![diagram]()
Step 2: Select App
Select the Clio in the App directory and select your desired trigger event.
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![diagram]()
Step 3: Connect Account
Connect your Clio account & authenticate it.
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![diagram]()
Step 4: Trigger Ready
Your Clio is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Clio Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Record to Airtable from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Record
Update Record in Airtable when New Activity is created in Clio
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When this happens:
New Activity
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Then do this:
Update Record
Create / Update Product to Vend from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create / Update Product
Create Order to Vend from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Order
Create or Update Customer to Vend from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create or Update Customer
Update Customer in Vend when New Activity is created in Clio
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When this happens:
New Activity
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Then do this:
Update Customer
Update Inventory By Product in Vend when New Activity is created in Clio
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When this happens:
New Activity
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Then do this:
Update Inventory By Product
Create Blog Post to Odoo ERP Self Hosted from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Project Task
Update Ticket in Odoo ERP Self Hosted when New Activity is created in Clio
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When this happens:
New Activity
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Then do this:
Update Ticket
Create Meeting to Zoom from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Meeting
Create Meeting Registrant to Zoom from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Meeting Registrant
Create Meeting Registration Custom Question to Zoom from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Meeting Registration Custom Question
Create Registrant to Zoom from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Registrant
Add Appointment in MINDBODY when New Activity is created in Clio
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When this happens:
New Activity
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Then do this:
Add Appointment
Create Sale to MINDBODY from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Sale
Create Update User to MINDBODY from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create Update User
Create User to MINDBODY from New Activity in Clio
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When this happens:
New Activity
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Then do this:
Create User
Purchase Account Credit in MINDBODY when New Activity is created in Clio
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When this happens:
New Activity
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Then do this:
Purchase Account Credit
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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When evaluating the security of Clio's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Clio and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Clio's integrations, ensuring a robust and protected environment.
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