Clio Appy Pie Livechat Integration using AI Agents

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

Appy Pie Automate allows you to Integrate Clio and Appy Pie Livechat using AI Agents

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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 Appy Pie Livechat

LiveChat is an online customer service software with live support, help desk software, and web analytics. It enables you to sell your products and services to people who are currently visiting your website.

Appy Pie Livechat Integrations

Simplify Clio and Appy Pie Livechat Integration with seamless setup

Easily set up Clio Appy Pie Livechat Integration without coding. Start automating your workflows and Integrate Clio with Appy Pie Livechat today.

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.
Livechat Connect Trigger

Triggers when someone send message
Livechat Connect Trigger Instagram

Triggers when someone send message
Livechat Connect Trigger WhatsppBusinessMessenger

Triggers when someone send message
New Completed Conversation

Triggers when someone complete conversation

Actions
Create Activity Description

Creates a new ActivityDescription.
Get Instagram data from Connect

Get Instagram data from connect
Get Send Confirmation data from Connect

Get Message Send Confirmation data from Connect
Get Whatsapp Send Confirmation data from Connect

Get Whatsapp Message Send Confirmation data from Connect
Get Whatsapp data from Connect

Get Whatsapp data from Connect
Get data from Connect

Get data from connect

How Clio and Appy Pie Livechat 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 Appy Pie Livechat 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 Appy Pie Livechat.

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