Integrate Clio with AllClients using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and AllClients
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
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 AllClients
We simplify complex concepts and functions, wrap them up in an easy-to-use online CRM software, and share them with small businesses just like you.
AllClients IntegrationsIt's easy to connect Clio + AllClients without coding knowledge. Start creating your own business flow.
- Triggers
-
New ActivityTriggers 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 ContactTriggers when a new contact is created.
- Actions
-
Create Activity Description
Creates a new ActivityDescription.
-
Create Contact
Creates a Contact.
How Clio & AllClients 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 AllClients 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 AllClients.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.