Integrate Clio with Device Magic using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Device Magic
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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 Device Magic
Device Magic is a professional mobile app and web app that allows your teams to complete forms and collect data anywhere, anytime. It helps organizations make seamless digital transformations to eliminate paperwork, improve data collection processes, and increase operational efficiency.
Device Magic IntegrationsIt's easy to connect Clio + Device Magic 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 SubmissionTriggers when your form receives a new submission.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Dispatch Form
Dispatches a Form to a target Device. This is only available to trial and enterprise organizations.
How Clio & Device Magic 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 Device Magic 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 Device Magic.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.