Integrate Clio with BambooHR using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and BambooHR
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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.
About BambooHR
BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.
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It's easy to connect Clio + BambooHR 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 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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Changed ReportTriggers when a company report changes. Works best with reports sorted by a date field in descending order.
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Get Summary of Who is Out
Get a summary of who's out of the office on a given date
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New Employee
Triggers when a new employee is created.
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New Employee Instant
Triggers when an employee created.
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New Time Off
Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
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New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Employee
Creates a new employee
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Respond to Time Off Request
Approve, deny, or cancel a time off request.
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Update Employee
Updates an existing employee
How Clio & BambooHR Integrations Work
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Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick BambooHR as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Clio to BambooHR.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.