Integrate Clio with ProfitWell using AI Agents

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

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

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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 ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

ProfitWell Integrations

Connect Clio + ProfitWell in easier way

It's easy to connect Clio + ProfitWell 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.

Actions
Create Activity Description

Creates a new ActivityDescription.
Add Customer

Add a new customer on your profitwell account.
Churn Subscription

Churn Subscription.
Get Customer Info

Get MRR and plan info on customer.
Upgrade or Downgrade Subscription

Upgrade or downgrade subscription

How Clio & ProfitWell 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 ProfitWell 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 ProfitWell.

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