Integrate Clio with Twilio using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Twilio
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Award Winning App Integration Platform
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 Twilio
Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.
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It's easy to connect Clio + Twilio 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 CallTriggers once a call is completed on your Twilio number.
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New Recording
Triggers once a new recording becomes available on your Twilio account.
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New SMS
Triggers the moment an SMS is sent to your Twilio Number.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Call Phone
Call a number or numbers and say your predefined message.
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Send SMS
Send a SMS to a number or numbers.
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Send SMS Custom
Send a SMS to a number or numbers.
How Clio & Twilio 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 Twilio 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 Twilio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.