Integrate Clio with D7SMS using AI Agents

Appy Pie Automate allows you to automate multiple workflows between Clio and D7SMS

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About Clio

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 D7SMS

No limitations on where you want to send messages. D7's global coverage and direct connections with high-quality routes ensure that the messages are reliably and quickly delivered to the mobile handset. We support messaging in your regional language. You just have to set the data_coding parameter to Unicode or auto for non-GSM characters. You can trigger SMS based on your requirements, whether it's for customer support or marketing campaigns, alerts, notifications, invites, or reminders. D7 has a number of plans that will suit your requirements.

D7SMS Integrations
Connect Clio + D7SMS in easier way

It's easy to connect Clio + D7SMS without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Activity

    Triggers when a new activity is Created.

  • New ActivityDescription

    Triggers when new ActivityDescription is created.

  • New Bill

    Triggers when a new Billis created.

  • New Calendar Entry

    Triggers when a new Calendar Entry is Created.

  • New Communication

    Triggers when a new Communication is added.

  • New Contact

    Triggers when a new Contact is created.

  • New Document

    Triggers when a new Document is added.

  • New Expense Category

    Triggers when a new Expense Category is created.

  • New Folder

    Triggers when a new Folder is created.

  • New Matter

    Triggers when a new Matter is created.

  • New Task

    Triggers when a new Task is created.

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

  • Send SMS

    Send SMS using D7 SMS Gateway

How Clio & D7SMS Integrations Work

  1. Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick D7SMS as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Clio to D7SMS.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 2:12 am
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