Integrate Clio with Agendor using AI Agents

Name: Appy Pie Automate
Rating: 4.9 (3802 reviews)

Appy Pie Automate allows you to automate multiple workflows between Clio and Agendor

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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 Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

Agendor Integrations

Connect Clio + Agendor in easier way

It's easy to connect Clio + Agendor 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.
Deal Lost

Triggers when a Deal (Negócio) is set as lost.
Deal Stage Changed

Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Deal Won

Triggers when a Deal (Negócio) is set as won.
New Deal

Triggers when a new Deal (Negócio) is created.
New Organization

Triggers when a new Organization (Empresa) is created.
New Person

Triggers when a new Person (Pessoa) is created.
New Task

Triggers when a new Task (Tarefa/Comentário) is created.
Updated Deal

Triggers when a Deal (Negócio) is edited
Updated Organization

Triggers when an Organization (Empresa) is edited.
Updated Person

Triggers when a Person (Pessoa) is edited.

Actions
Create Activity Description

Creates a new ActivityDescription.

How Clio & Agendor Integrations Work

Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.

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

(10 seconds)
Step 3: Pick Agendor 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 Agendor.

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