AITable.ai + Clio Integration

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Create Your Own AITable.ai & Clio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Scheduled time reached in AITable.ai
Triggers the automation when a scheduled time is reached
Instant
Record matches conditions in AITable.ai
Triggers the automation when a record meets specified conditions
Instant
Form is submitted in AITable.ai
Triggers the automation when a form is submitted
Instant
Record is created in AITable.ai
Triggers the automation when a new record is created
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
Instant
Task is created in Clio
Triggers the automation when a new task is created
Instant
Matter is created in Clio
Triggers the automation when a new matter is created
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Instant
Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Activity is created in Clio
Triggers the automation when a new activity is created
Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
Instant
Document is created in Clio
Triggers the automation when a new document is created

Create record in AITable.ai
Automatically creates a new record
Update record in AITable.ai
Automatically updates an existing record
Delete record in AITable.ai
Automatically deletes a record
Search record in AITable.ai
Automatically searches for a specific record
Create person contact in Clio
Adds a new contact to the person database
Update person contact in Clio
Updates contact information for a person
Search person contact in Clio
Searches for a person contact
Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
Create time entry (Activity) in Clio
Record and track time spent on a activity
Update matter in Clio
Updates matter details with the latest information
Create matter in Clio
Generates new matter
Create matter note in Clio
Generates a note for new matters
Create matter folder in Clio
Generates a folder for organizing matter
Create calendar entry in Clio
Adds a new event to the calendar
Search matter in Clio
Searches for a matter
Create expense entry (Activity) in Clio
Record a new expense entry
Search matter by custom field in Clio
Searches for a matter using a custom field
Create company contact in Clio
Adds a new contact for a company into the company's contact list
Update company contact in Clio
Updates contact information for company records
Search company contact in Clio
Retrieves contact information for a company
Search user in Clio
Searches for a user
Search bill in Clio
Searches for a bill

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You Can Also Connect AITable.ai or Clio With 1200+ Other Apps

AITable.ai revolutionizes data management with a seamless database-spreadsheet interface, customizable forms, & AI-powered features like automated chatbots. It offers a user-friendly experience ideal for project management, CRM, and boosting productivity.

See AITable.ai Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations