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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 a new contact is created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Creates a new ActivityDescription.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Sales order to confirmed.
Update a contact.
Updates an item.
Update a sale order.
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 created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Creates a new ActivityDescription.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Sales order to confirmed.
Update a contact.
Updates an item.
Update a sale order.
Choose Clio as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Zoho Inventory as the action app from the list.
Connect your Zoho Inventory account & authenticate it.
Select the data you want to send from Clio to Zoho Inventory & your AI Agent is ready!
New Activity
Create Contact
New Activity
Create Item
New Activity
Create Sales Order
New Activity
Create Shipment Order
New Activity
Mark Order as Delivered
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.
Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.
The integration between Clio and Zoho Inventory 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 Zoho Inventory, 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-Zoho Inventory integration:
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