Clio sms77 Integration using AI Agents

Appy Pie Automate allows you to Integrate Clio and sms77 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 sms77

Send SMS, make text-to-speech calls and perform number lookups such as CNAM, HLR or MNP.

sms77 Integrations
Simplify Clio and sms77 Integration with seamless setup

Easily set up Clio sms77 Integration without coding. Start automating your workflows and Integrate Clio with sms77 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.

  • Inbound SMS

    Triggers when a new SMS has been received.

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

  • Lookup CNAM

    Retrieves caller id information for a given phone number.

  • Lookup Format

    Retrieves formatted number information for a given phone number.

  • Lookup HLR

    Retrieves home location register information for a given phone number.

  • Lookup MNP

    Retrieves mobile number portability information for a given phone number.

  • Send SMS

    Send a SMS to given number(s).

  • Voice Call

    Converts a given text to speech and calls a given number.

How Clio and sms77 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 sms77 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 sms77.

    (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, 1:57 pm
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