Clio ShipRocket Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio and ShipRocket using AI Agents
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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 ShipRocket
Shiprocket is a technologically advanced logistics platform that connects retailers, consumers, and supply chain partners to create great shipping experiences.
ShipRocket IntegrationsEasily set up Clio ShipRocket Integration without coding. Start automating your workflows and Integrate Clio with ShipRocket today.
- 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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New OrderTriggers when a new order is created.
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New Product
Triggers when a new product is created.
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New Shipment
Triggers when a new shipment is created.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add New Product
Creates a new product.
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Cancel an Order
Cancel an order
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Create Custom Order
Creates a custom order.
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Create a Return Order
Create a return order
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Update Order
Update an existing order.
How Clio and ShipRocket 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 ShipRocket 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 ShipRocket.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.