Free Agent Clio Integration using AI Agents
Appy Pie Automate allows you to Integrate Free Agent with Clio using AI Agents
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- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Free Agent is a platform that connects independent contractors and freelancers with businesses seeking their services. It provides tools for project management, invoicing, and expense tracking, streamlining the freelance workflow.
About Clio
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.
Clio IntegrationsEasily set up Free Agent Clio Integration without coding. Start automating your workflows and Integrate Free Agent with Clio today.
- Triggers
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New BillsTriggers when a new bill is created.
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New Contact
Triggers when a new contact is created.
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New Expense
Triggers when a new Expense is created.
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New Invoice
Triggers when a new invoice is created.
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New ActivityTriggers when a new activity is Created.
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New ActivityDescription
Triggers when new ActivityDescription is created.
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New Bill
Triggers when a new Billis created.
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New Calendar Entry
Triggers when a new Calendar Entry is Created.
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New Communication
Triggers when a new Communication is added.
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New Contact
Triggers when a new Contact is created.
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New Document
Triggers when a new Document is added.
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New Expense Category
Triggers when a new Expense Category is created.
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New Folder
Triggers when a new Folder is created.
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New Matter
Triggers when a new Matter is created.
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New Task
Triggers when a new Task is created.
- Actions
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Create Contact
Creates a contact.
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Create Activity Description
Creates a new ActivityDescription.
How Free Agent and Clio Integrations Work
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Step 1: Choose Free Agent as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Clio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Free Agent to Clio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.