Clio Flowlu Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio and Flowlu using AI Agents
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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 Flowlu
All-In-One Online Collaboration Tool for All Industries — Project and Task Management, Finance and Invoicing Software, Cloud-Based CRM.
Flowlu IntegrationsEasily set up Clio Flowlu Integration without coding. Start automating your workflows and Integrate Clio with Flowlu today.
- 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 ContactTriggers when a new contact created.
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New Invoice
Triggers when a new invoice created.
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New Opportunity
Triggers when a new Opportunity created.
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New Organization
Triggers when a new organization created.
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New Project
Triggers when a new project created.
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New Task
Triggers when a new task created.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add Email an Account
Add Email an exiting Account.
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Create Invoice
Creates a new invoice.
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Create Opportunity
Creates a new opportunity .
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Create an Account
Creates a new Account
How Clio and Flowlu 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 Flowlu 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 Flowlu.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.