Integrate Clio with Delay By Automate using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Delay By Automate
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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 Delay By Automate
This feature allows you to put your actions on hold for a specified amount of time before sending data to another app. It empowers you to schedule emails, receive notifications when tasks are incomplete, send automatic follow-ups, and automate additional chores on your agenda.
Delay By Automate IntegrationsIt's easy to connect Clio + Delay By Automate 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.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Delay ForDelay for a specified duration before completing the next action. This can delay tasks, postpone operations, or defer processes for a set period.
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Delay Until
Delays executing actions until a specified date or time. This allows scheduling tasks, timing operations, or setting future execution points.
How Clio & Delay By Automate 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 Delay By Automate 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 Delay By Automate.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.