Integrate Clio with ConnectWise using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and ConnectWise
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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 ConnectWise
ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.
ConnectWise IntegrationsIt's easy to connect Clio + ConnectWise 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 TerritoryTriggers when a new territory is created.
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New or Updated Contact
Triggers when a contact is created or updated.
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New or Updated Project
Triggers when a new project is created or updated.
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New or Updated Ticket
Triggers when a new ticket ticket is created or updated.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Company
Creates a new company.
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Create Contact
Create a Contact.
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Create Ticket
Create a Ticket.
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Create Ticket Note
Create a Ticket Note
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NOP
Nop Connectwise
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Update Company
Update a company.
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Update Ticket
Update a Ticket.
How Clio & ConnectWise 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 ConnectWise 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 ConnectWise.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.