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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 push notification is created
Triggers when a new service is created
Triggers when a new user is created
Creates a new ActivityDescription.
Confirm a pending user
Create a service
Creates a Trigger
Creates a User
Delete a pus notification
Delete a trigger
Delete a User
Disable a User
Enable a User
Update a trigger
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 push notification is created
Triggers when a new service is created
Triggers when a new user is created
Creates a new ActivityDescription.
Confirm a pending user
Create a service
Creates a Trigger
Creates a User
Delete a pus notification
Delete a trigger
Delete a User
Disable a User
Enable a User
Update a trigger
Choose Clio as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select MongoDB Realm as the action app from the list.
Connect your MongoDB Realm account & authenticate it.
Select the data you want to send from Clio to MongoDB Realm & your AI Agent is ready!
New Activity
Confirm Pending User
New Activity
Create Service
New Activity
Create Trigger
New Activity
Create User
New Activity
Delete Push Notification
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.
MongoDB Realm is a development platform designed for modern, data-driven applications. You can use Realm to build mobile, web, desktop, and IoT.
The integration between Clio and MongoDB Realm 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 MongoDB Realm, 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-MongoDB Realm integration:
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