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Get Started FreeTriggers whenever a new attachment is received (trigger is initiated once per attachment).
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you receive a new email in a label.
Triggers everytime you receive a new email and Starmark it within two days.
Triggers every time a new thread starts.
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.
Draft a new email message(but don't send).
Creates a new label.
Draft a new email message & send it.
Creates a new ActivityDescription.
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you receive a new email in a label.
Triggers everytime you receive a new email and Starmark it within two days.
Triggers every time a new thread starts.
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.
Draft a new email message(but don't send).
Creates a new label.
Draft a new email message & send it.
Creates a new ActivityDescription.
Choose Gmail as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Clio as the action app from the list.
Connect your Clio account & authenticate it.
Select the data you want to send from Gmail to Clio & your AI Agent is ready!
New Attachment
Create Activity Description
New Email
Create Activity Description
New Email Matching Search
Create Activity Description
New Labeled Email
Create Activity Description
New Starred Email
Create Activity Description
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
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.
The integration between Gmail and Clio 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 Gmail with Clio, 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 Gmail-Clio integration:
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