Integrate Clio with Filter By Automate using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Filter 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 Filter By Automate
Filter By Automate is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
Filter By Automate IntegrationsIt's easy to connect Clio + Filter 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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Only continue if...Set up rules to specify when this Connect can continue running
How Clio & Filter 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 Filter 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 Filter By Automate.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.