Integrate Clio with Wrike using AI Agents

Name: Appy Pie Automate
Rating: 4.9 (3802 reviews)

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

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Clio Integrations

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 Wrike

Wrike is a project management app that doubles as a collaborative work management tool and works well for businesses of all sizes. Besides its general project management app, Wrike offers customized software for some industries and team functions with preconfigured templates for tasks, workflows and communication.

Wrike Integrations

Connect Clio + Wrike in easier way

It's easy to connect Clio + Wrike 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 Task

Triggers when a new task is created

Actions
Create Activity Description

Creates a new ActivityDescription.
Create Task

Creates a new task
Update Task

Update a Task

How Clio & Wrike Integrations Work

Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Wrike as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Clio to Wrike.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.