Integrate Clio with Textline using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Textline
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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 Textline
Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.
Textline IntegrationsIt's easy to connect Clio + Textline 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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New Contact MessageTriggers when a new contact message is created.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create or update Contact
Creates a contact.
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Send Announcement
Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.
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Send Message
Sends a new Message.
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Send Survey
Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search
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Update Agent Status
Updates a agent availability in textline.
How Clio & Textline 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 Textline 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 Textline.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.