Set up Clio - Canada in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Clio - Canada account
In Relevance AI, open Integrations and add Clio - Canada. You will be sent to Clio - Canada to sign in and approve access, and the connection is stored against your workspace.
3
Call Clio - Canada from an agent
Create a tool and add an API tool step. Your agent can call any Clio - Canada endpoint using the account you just connected.
Put Clio - Canada to work in your agents
Connect Clio - Canada alongside 1,800+ other integrations and let your agents run the busywork.