Integrate Clio with Blesta using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Blesta
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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 Blesta
Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.
Blesta IntegrationsIt's easy to connect Clio + Blesta 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 Calendar EventTriggers when a new calendar event is created.
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New Invoice
Triggers when a new invoice is created.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Calendar Event
Creates a new calendar event.
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Create Invoice
Creates a new invoice.
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Create User
Creates a new user.
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Delete Calendar Event
Deletes an existing calendar event.
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Delete User
Deletes an existing user.
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Update Calendar Event
Updates an existing calendar event.
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Update User
Updates an existing user.
How Clio & Blesta 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 Blesta 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 Blesta.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.