Integrate Clio with DocuSign using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and DocuSign
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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 DocuSign
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
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It's easy to connect Clio + DocuSign 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/Update EnvelopeTrigger when a status of the envelope changed.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
How Clio & DocuSign 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 DocuSign 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 DocuSign.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.