Integrate Clio with Basecamp 3 using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Basecamp 3
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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 3
Basecamp's unique set of tools provides everything a team needs to stay on track with whatever project they're working on.
Basecamp 3 IntegrationsIt's easy to connect Clio + Basecamp 3 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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New CommentTriggers when a new comment is created in a basecamp.
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New Document Created
Triggers when a new document is created in a folder.
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New Document Uploaded
Triggers when a new document is uploaded in a folder.
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New Message
Triggers when a new message is created in a basecamp.
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New Person
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 Schedule Entry
Triggers when a new schedule entry is created in a basecamp.
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New To do List
Triggers when a new to-do list is created in a basecamp
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add Person to a Project
Adds or creates a new person to an existing project.
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Create Campfire Message
Creates a Campfire message.
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Create Comment on Message
Creates a new comment in a message.
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Create Document
Creates a new document in a folder.
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Create Message
Creates a new message in a message board.
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Create Project
Creates a new project.
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Create Project from Template
Creates a new project using a template.
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Create Schedule Entry
Creates a new schedule entry in a schedule.
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Create To do
Creates a new to-do in a to-do list.
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Create To do List
Creates a new to-do list in a to-do set.
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Remove Person from a Project
To revoking access from existing people
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Upload File
Uploads a new file in a folder.
How Clio & Basecamp 3 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 3 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 3.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.