Integrate Clio with Zoho Subscriptions using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Clio and Zoho Subscriptions
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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 Zoho Subscriptions
Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
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It's easy to connect Clio + Zoho Subscriptions 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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Cancel SubscriptionTriggers when a subscription is canceled
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New Invoice
Triggers when a new Invoice is created
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New Subscription
Triggers when a new subscription is created
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Payment Success
Triggers when a payment received successfully
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Create Subscription
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
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Update Customer
Update an existing customer.
How Clio & Zoho Subscriptions 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 Zoho Subscriptions 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 Zoho Subscriptions.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.