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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 outbound lead is available for your contract.
Triggers when a new outbound ping is available for your contract.
Triggers when a new pong result is available for your ping.
Creates a new ActivityDescription.
Create an Inbond lead.
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 outbound lead is available for your contract.
Triggers when a new outbound ping is available for your contract.
Triggers when a new pong result is available for your ping.
Creates a new ActivityDescription.
Create an Inbond lead.
Choose Clio as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Xzazu as the action app from the list.
Connect your Xzazu account & authenticate it.
Select the data you want to send from Clio to Xzazu & your AI Agent is ready!
New Activity
Create a New Inbound Lead
New ActivityDescription
Create a New Inbound Lead
New Bill
Create a New Inbound Lead
New Calendar Entry
Create a New Inbound Lead
New Communication
Create a New Inbound Lead
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.
Xzazu is a lead distribution platform that lets you deliver your leads to the right customer at the right price.
The integration between Clio and Xzazu 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 Xzazu, 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-Xzazu integration:
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