Integrate Clio with BaseLinker using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and BaseLinker
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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 BaseLinker
BaseLinker is a comprehensive cloud-based system that seamlessly integrates with over 800+ marketplaces, stores, carriers, and accounting platforms. With its advanced features, it enables businesses to handle orders with extreme efficiency, processing them up to 10 times faster than traditional methods.
BaseLinker IntegrationsIt's easy to connect Clio + BaseLinker 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 InvoiceTriggers when a new invoice is created.
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New Order
Triggers when a new order is created.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add Invoice
Creates a invoice
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Add Order
Adds a new order.
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Add Payment
Add a payment to the order
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Add Tracking Number
Enter the shipping number and the name of the courier to the order (function used only to add shipments created outside BaseLinker)
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Get order package
Download shipments previously created for the selected order.
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Update Order
Update order's details
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Update Order Status
change order status
How Clio & BaseLinker 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 BaseLinker 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 BaseLinker.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.