Integrate Clio with Zoho Projects using AI Agents

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

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

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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 Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Zoho Projects Integrations

Connect Clio + Zoho Projects in easier way

It's easy to connect Clio + Zoho Projects 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 Bug

Triggers when a new bug/issue is created.
New File

Triggers when a new file is added.
New Log Time

Triggers when a new log-time is created.
New Milestone

Triggers when a new milestone is created.
New Project

Trigger when a new project is created.
New Task

Triggers when a task is created or completed.
New Task List

Triggers when a new tasklist is created.

Actions
Create Activity Description

Creates a new ActivityDescription.
Add Log Time

Creates a new log time.
Create Bug

Creates a new Bug.
Create Milestone

Creates a new Milestone.
Create Project

Creates a new Project.
Create Task

Creates a new Task.
Create Task List

Creates a new Task List.
Update Project

Updates existing project.

How Clio & Zoho Projects 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 Zoho Projects 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 Zoho Projects.

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