Integrate Clio with Jira using AI Agents

Name: Appy Pie Automate
Rating: 4.9 (3802 reviews)

Appy Pie Automate allows you to automate multiple workflows between Clio and Jira

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Clio Integrations

About Clio

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 Jira

Jira Cloud is a leading task manager and bug tracker that helps your team manage their projects efficiently while building a better software. Nowadays, Jira Cloud is a popular choice for IT companies for workflow management.

Jira Integrations

Connect Clio + Jira in easier way

It's easy to connect Clio + Jira without coding knowledge. Start creating your own business flow.

Triggers
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.
New Comment

Triggers when a new comment is added.
New Issue

Triggers when a new issue is created.
New Issue (Via JQL)

Triggers when a new issue is added that matches some JQL.
Updated Issue

Triggers when an existing issue is updated.

Actions
Create Activity Description

Creates a new ActivityDescription.
Create Comment

Creates a new Comment.
Create Issue

Creates a new issue.
Find User

Find a user.
Transition

Change the status.
Update Issue

Update an exiting issue.
Update Issue With Status

Change the status.

How Clio & Jira Integrations Work

Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Jira as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Clio to Jira.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.