Integrate Clio with Basecamp 2 using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Basecamp 2
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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 Basecamp 2
Basecamp 2 is a project management tool that allows you to manage all your tasks on one page, is lightning quick, and keeps you up-to-date in real-time.
Basecamp 2 IntegrationsIt's easy to connect Clio + Basecamp 2 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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Global ActivityTriggers when anything across any project happens. Use a filter step with this!
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New Activity
Triggers when something happens inside of Basecamp project. This trigger will give you a brief overview of the event that happened.
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New Calendar Event on a Calendar
Triggers when a new event is added to a calendar.
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New File
Triggers when a new file is added to a project.
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New People
Triggers when a new person is available in the account.
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New Project
Triggers when a new project is created.
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New Text Document
Triggers when a new text document is added to a project.
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New Todo Item
Triggers when a new todo is added to a todo list.
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New Todo List
Triggers when a new todo list is added.
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New Topic
Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).
- Actions
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Create Activity Description
Creates a new ActivityDescription.
How Clio & Basecamp 2 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 Basecamp 2 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 Basecamp 2.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.