Integrate Clio with Stripe using AI Agents

Appy Pie Automate allows you to automate multiple workflows between Clio and Stripe

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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 Stripe

Stripe is an online payment processing platform that allows businesses to send and receive payments over the internet. From start-ups to Fortune 500 companies, every business can build a faster, more modern payment experience.

Stripe Integrations
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Connect Clio + Stripe in easier way

It's easy to connect Clio + Stripe without coding knowledge. Start creating your own business flow.

  • 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.

  • Checkout Session Item

    Triggers every time a new checkout session item is listed.

  • New Charge

    Triggers the moment a charge is made on someone's credit card.

  • New Customer

    Triggers the moment you add a new customer is added.

  • New Event

    Triggers every time a new event like a dispute, subscription, or transfer is added.

  • New Invoice

    Triggers when a new invoice is created (supports line items).

  • New Order

    Triggers upon creation of a new order.

  • Terminal Reader

    Trigger when terminal reader action failed

  • Terminal Reader Success

    Trigger when terminal reader action succeeded

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

  • Create Customer

    Creates a new customer.

  • Create Invoice

    Creates a new invoice.

  • Create Sale

    Creates a new sale.

  • Create Terminal Checkout

    Creates a new terminal checkout

  • Send an Invoice

    Send an invoice

  • Update Customer

    Update Customer.

How Clio & Stripe 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 Stripe 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 Stripe.

    (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 1, 2024, 8:18 pm
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