Integrating WordPress with Clio by AI Agents and Assistants

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

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About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

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 WordPress + Clio in easier way

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

  • Triggers
  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Form Submission (WP-Form)

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • Updated Product

    Triggered when update a product

  • 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 Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete User

    Deletes an existing user.

  • Create Activity Description

    Creates a new ActivityDescription.

How WordPress & Clio Integrations Work

  1. Step 1: Choose WordPress 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 WordPress 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, 2:07 am
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