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Book An AppointmentTriggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Triggers when a new record is available.
Triggers when a new record is available.
Creates a new ActivityDescription.
Creates a new record with auto-populating fields
Update the values of specific cells in an Airtable record.
Triggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Triggers when a new record is available.
Triggers when a new record is available.
Creates a new ActivityDescription.
Creates a new record with auto-populating fields
Update the values of specific cells in an Airtable record.
Choose Clio as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Airtable(Outh v2) as the action app from the list.
Connect your Airtable(Outh v2) account & authenticate it.
Select the data you want to send from Clio to Airtable(Outh v2) & your AI Agent is ready!
New Activity
Create Record
New Activity
Update Record
New ActivityDescription
Create Record
New ActivityDescription
Update Record
New Bill
Create Record
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.
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
The integration between Clio and Airtable(Outh v2) is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Clio with Airtable(Outh v2), one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Clio-Airtable(Outh v2) integration:
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