Integrate Clio with Freshworks CRM using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Freshworks CRM
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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 Freshworks CRM
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Freshworks CRM IntegrationsIt's easy to connect Clio + Freshworks CRM 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 Appointmenttrigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
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New Contact
Trigger when new contact is created.
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New Deal
Trigger when new deal created.
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New Task
Trigger when new task created.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add Appointment
Add an appointment.
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Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
How Clio & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.