Integrate Clio with Typeform using AI Agents

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

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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 Typeform

Typeform is a flexible data collecting tool that makes asking and answering questions simple and enjoyable, whether it's through forms, quizzes, surveys, or something altogether different.

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Connect Clio + Typeform in easier way

It's easy to connect Clio + Typeform 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.

  • New Entry

    Triggers when a form is submitted.

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

How Clio & Typeform 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 Typeform 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 Typeform.

    (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 8, 2024, 4:31 am
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