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Integrate Parsio with Clio using AI Agents

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

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Parsio Integrations
About Parsio

Data extraction tool that helps businesses extract any information from emails including order and customer details. The platform enables managers to highlight data required to extract and Parsio automatically processes all similar incoming emails.

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.

Clio Integrations
Connect Parsio + Clio in easier way

It's easy to connect Parsio + Clio without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Document

    Triggers when a new document is parsed.

  • 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.

  • Actions
  • Parse document

    Parse a document

  • Create Activity Description

    Creates a new ActivityDescription.

How Parsio & Clio Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Clio as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Parsio to Clio.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 6:07 am
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