Clio Ocoya Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio and Ocoya 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 Ocoya
Your AI-powered hub for seamless social media scheduling and content creation. Elevate your digital presence with smart automation and creative tools.
Ocoya IntegrationsEasily set up Clio Ocoya Integration without coding. Start automating your workflows and Integrate Clio with Ocoya 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 ScheduleTriggers when a new schedule is created.
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New Social Account
Triggers when a new social account is added.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Cancel schedule
Cancel a schedule post by schedule group Id.
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Create AI Copy
Create an AI copy using Ocoya templates.
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Reschedule a post
Reschedule a post from schedule posts.
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Schedule a Post
Creates a scheduled post or draft.
How Clio and Ocoya 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 Ocoya 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 Ocoya.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.