Integrate Clio with Reckon One using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Reckon One
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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 Reckon One
Reckon One is an easy to use cloud accounting system with features to manage every finance related aspect of your business including invoicing, bank data, projects, time and expenses, and payroll. Reckon One makes it easy to keep track of the money going in and out of your business.
Reckon One IntegrationsIt's easy to connect Clio + Reckon One 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.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create InvoiceCreates a new invoice.
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Create New Customer
Creates a new customer.
How Clio & Reckon One 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 Reckon One 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 Reckon One.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.