Triggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Creates a new ActivityDescription.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Sales order to confirmed.
Update a contact.
Updates an item.
Update a sale order.
Triggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Creates a new ActivityDescription.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Sales order to confirmed.
Update a contact.
Updates an item.
Update a sale order.
Choose a trigger app you want, select event, authenticate & successfully Test
After Completing Trigger test Continue to Select “Action App” from the list.
Select a resulting action from the Action Event list & authenticate your Action App.
Select the data you want to send from Trigger to Action & Your Connect is ready!
Clio costs nothing for the Free-Forever plan. The free plan comes with some pretty restrictive limitations one power-up per board at a time, no custom images on the background of the board and 50 command runs per month on Butler Automation. However, its business plan costs $9.99 per user annually and costs for the Enterprise plan vary based on the number of users.
With Appy Pie Connect, Clio integrates with more than 150 apps without any coding. Here is a list of some of popular Clio integrations:
Here is how you can integrate Clio with Slack:
With Appy Pie connect, Clio integrates with Shopify without any coding. This Clio-Shopify integration helps you stay on top of your Shopify tasks by automatically creating, updating, and organizing them in Clio.
Appy Pie Connect allows you to integrate Clio with Salesforce without any coding in just a few steps. This Clio-Salesforce integration can automate multiple repetitive tasks between apps.
Here is how Clio integrates with Facebook:
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