Clio Easyship Integration using AI Agents

Appy Pie Automate allows you to Integrate Clio and Easyship using AI Agents

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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 Easyship

Easyship is a global eCommerce shipping platform built on the cloud. Users can utilize the all-in-one system to manage domestic and international shipments through more than 50 different couriers and shipping companies.

Easyship Integrations
Simplify Clio and Easyship Integration with seamless setup

Easily set up Clio Easyship Integration without coding. Start automating your workflows and Integrate Clio with Easyship today.

  • 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.

  • New Shipment

    Triggers when new shipment created.

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

  • Create a Shipment

    Create a shipment and receive accurate shipping quotes.

How Clio and Easyship 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 Easyship 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 Easyship.

    (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 15, 2024, 12:52 pm
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