Integrate Clio with MongoDB Realm using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and MongoDB Realm
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Award Winning App Integration Platform
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 MongoDB Realm
MongoDB Realm is a development platform designed for modern, data-driven applications. You can use Realm to build mobile, web, desktop, and IoT.
MongoDB Realm IntegrationsLooking for the MongoDB Realm Alternatives? Here is the list of top MongoDB Realm Alternatives
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![MongoDB Integration]()
MongoDB
It's easy to connect Clio + MongoDB Realm 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 Push notificationTriggers when a new push notification is created
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New Service
Triggers when a new service is created
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New User
Triggers when a new user is created
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Confirm Pending User
Confirm a pending user
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Create Service
Create a service
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Create Trigger
Creates a Trigger
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Create User
Creates a User
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Delete Push Notification
Delete a pus notification
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Delete Trigger
Delete a trigger
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Delete User
Delete a User
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Disable User
Disable a User
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Enable User
Enable a User
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Update Trigger
Update a trigger
How Clio & MongoDB Realm 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 MongoDB Realm 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 MongoDB Realm.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.