Integrate Clio with Service Fusion using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Service Fusion
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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 Service Fusion
Service Fusion is a comprehensive field service management software that streamlines scheduling, dispatching, customer interactions, and invoicing for businesses. It optimizes operations, enhances customer experiences, and boosts efficiency through a user-friendly platform, making it a valuable tool for service-based companies to manage and grow their operations effectively.
Service Fusion IntegrationsIt's easy to connect Clio + Service Fusion 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.
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Update EstimateTriggers when a estimate is updated.
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New Customer
Triggers when a new customer is created.
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New Estimate
Triggers when a new estimate is created.
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New Invoice
Triggers when a new invoice is created.
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New Job
Triggers when a new job is created.
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Updated Job
Triggers when a job data is updated.
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Update Customer
Triggers when a customer is updated.
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Update Invoice
Triggers when a Invoice is updated.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Estimate
Creates a Estimate.
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Create Job
Creates a Job.
How Clio & Service Fusion 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 Service Fusion 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 Service Fusion.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.