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Integrating PostgreSQL with Clio by AI Agents and Assistants

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

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Integrations for PostgreSQL
About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

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.

Integrations for Clio
Connect PostgreSQL + Clio in easier way

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

  • Triggers
  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

  • 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
  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

  • Create Activity Description

    Creates a new ActivityDescription.

How PostgreSQL & Clio Integrations Work

  1. Step 1: Choose PostgreSQL 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 PostgreSQL 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 July 21, 2024, 1:47 am
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