Integrate Clio with Webex Messaging using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Webex Messaging
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Award Winning App Integration Platform
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 Webex Messaging
Webex Teams is an app that brings people together to move work forward effectively. Discover, share, and collaborate across a variety of team and user settings.
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It's easy to connect Clio + Webex Messaging 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 MessageTriggers when a new message is created in a Cisco Webex Teams space.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Space
Creates Cisco Webex Teams space.
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Delete Space
Deletes Cisco Webex Teams space.
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Post Message (Markdown)
Creates a Cisco Webex Teams message.
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Post Message (Plain Text)
Creates a Cisco Webex Teams message.
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Update Space Title
Updates a Cisco Webex Team space's title.
How Clio & Webex Messaging 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 Webex Messaging 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 Webex Messaging.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.