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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 contact is added.
Creates a new ActivityDescription.
Action to create a new Contact.
Create a new task.
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 contact is added.
Creates a new ActivityDescription.
Action to create a new Contact.
Create a new task.
Choose Clio as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Nimble v2 as the action app from the list.
Connect your Nimble v2 account & authenticate it.
Select the data you want to send from Clio to Nimble v2 & your AI Agent is ready!
New Activity
Create Contact
New Activity
Create task
New ActivityDescription
Create Contact
New ActivityDescription
Create task
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.
Nimble is a game-changer for CRM. It's simple, integrated with social networks and makes relationships easy. Nimble with OAUTH V2 , auth type
The integration between Clio and Nimble 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 Nimble 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-Nimble v2 integration:
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