Clio Housecall Pro Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio and Housecall Pro 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 Housecall Pro
Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
Housecall Pro IntegrationsEasily set up Clio Housecall Pro Integration without coding. Start automating your workflows and Integrate Clio with Housecall Pro 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 Completed JobTriggers when a job is completed.
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New Contact
Triggers when create a new contact.
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New Scheduled Job
Triggers when a job is scheduled.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Customer
Creates a new customer
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Create Customer Address
Creates a Customer Address
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Create Job
Creates a new job
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Update Job Schedule
Updates job schedule
How Clio and Housecall Pro 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 Housecall Pro 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 Housecall Pro.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.