Clio Recruit CRM Integration using AI Agents

Appy Pie Automate allows you to Integrate Clio and Recruit CRM using AI Agents

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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 Recruit CRM

Recruit CRM is a powerful and user-friendly customer relationship management software designed for recruitment agencies. It streamlines candidate and client management, automates administrative tasks, and enhances communication. With features like job posting, resume parsing, and reporting, it empowers recruiters to efficiently source, track, and place candidates, ultimately improving productivity and success in the recruitment industry.

Recruit CRM Integrations
Simplify Clio and Recruit CRM Integration with seamless setup

Easily set up Clio Recruit CRM Integration without coding. Start automating your workflows and Integrate Clio with Recruit CRM 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.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggers when a new contact is created.

  • New Job

    Triggers when a new job is created.

  • Updated Candidate

    Triggers when a Candidate is updated.

  • Updated Company

    Triggers when a company is updated.

  • Updated Contact

    Triggers when a contact is updated.

  • Updated Job

    Triggers when a job is updated.

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

  • Create Company

    Creates a Company.

  • Create Contact

    Creates a Company.

  • Create Job

    Creates a new Job.

  • Update Company

    Edit a company.

  • Update Contact

    Edit a contact.

  • Update Job

    Edit a Job.

  • Update Candidate

    Edit a candidate.

How Clio and Recruit CRM Integrations Work

  1. Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Recruit CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Clio to Recruit CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 1:15 pm
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