Integrate Clio with GoHighLevel V2 using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and GoHighLevel V2
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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 GoHighLevel V2
OAuth 2.0-based API (API 2.0). HighLevel is the all-in-one sales & marketing platform that white-label and resell to their clients!
GoHighLevel V2 IntegrationsIt's easy to connect Clio + GoHighLevel V2 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 ContactTriggers for a new Contact
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New Form Submission
Triggers for a new form submission
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New Opportunity
Triggers for a new Opportunity
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Updated Contact
Triggers for a Updated Contact
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Updated Opportunity
Triggers for a Updated Opportunity
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add an Inbound Message
Add an inbound message
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Create Appointment
Create an appointment
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Create Opportunity
Create an Opportunity.
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Create New Conversation
New conversation
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Send Message To a Contact
Send a message to a contact
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Update Appointment
Update an appointment
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Update Opportunity
Update an Opportunity.
How Clio & GoHighLevel V2 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 GoHighLevel V2 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 GoHighLevel V2.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.