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Get Started FreeTriggers 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 call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Creates a new ActivityDescription.
Create a contact.
Update an existing contact.
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 call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Creates a new ActivityDescription.
Create a contact.
Update an existing contact.
Choose Clio as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select CloudTalk as the action app from the list.
Connect your CloudTalk account & authenticate it.
Select the data you want to send from Clio to CloudTalk & your AI Agent is ready!
New Activity
Create Contact
New Activity
Update Contact
New ActivityDescription
Create Contact
New ActivityDescription
Update Contact
New Bill
Create Contact
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.
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
The integration between Clio and CloudTalk 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 CloudTalk, 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-CloudTalk integration:
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