Clio Reckon One Hosted Integration using AI Agents

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

Appy Pie Automate allows you to Integrate Clio and Reckon One Hosted using AI Agents

No credit card required
7 days free trial
Lightning Fast Setup

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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 Reckon One Hosted

Reckon One is a hosted accounting software that offers small businesses a comprehensive range of financial management tools. With its user-friendly interface, it enables businesses to efficiently handle invoicing, payroll, expenses, and tax compliance. Reckon One streamlines financial processes, provides real-time data insights, and simplifies financial management for businesses of all sizes.

Reckon One Hosted Integrations

Simplify Clio and Reckon One Hosted Integration with seamless setup

Easily set up Clio Reckon One Hosted Integration without coding. Start automating your workflows and Integrate Clio with Reckon One Hosted 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.

Actions
Create Activity Description

Creates a new ActivityDescription.
Create Invoice

Create a Invoice.
Find Or Create Customer

Create Customer If customer not found.
Find Or Create Item

Find Or Create a Item.

How Clio and Reckon One Hosted 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 Reckon One Hosted 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 Reckon One Hosted.

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