Clio Bard AI Integration using AI Agents

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

Appy Pie Automate allows you to Integrate Clio and Bard AI using AI Agents

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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 Bard AI

Bard AI is a large language model chatbot developed by Google AI, based initially on the LaMDA family of large language models and later the PaLM LLM. It is trained on a massive dataset of text and code, and can generate text, translate languages, write different kinds of creative content, and answer your questions in an informative way.

Bard AI Integrations

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Simplify Clio and Bard AI Integration with seamless setup

Easily set up Clio Bard AI Integration without coding. Start automating your workflows and Integrate Clio with Bard AI today.

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.

Actions
Create Activity Description

Creates a new ActivityDescription.

How Clio and Bard AI 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 Bard AI 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 Bard AI.

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