Integrate Clio with Zendesk Sell using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Zendesk Sell
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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 Zendesk Sell
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Zendesk Sell IntegrationsIt's easy to connect Clio + Zendesk Sell 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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Deal Enters A New StageTriggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create and Update Contact
Create and Update Contact
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
How Clio & Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.