Triggers

New Board

Data sent to Clio, when the user creates a new board.

New List

Data sent to Clio, when the user creates a new list on the board.

New Card

Data sent to Clio, when the user creates a new card in the list of the board.

New Activity

Data sent to Clio, when the user performs any activity.

Actions

Create Person

Creates a new person.

Create Contact Note

Creates a new contact note

Create Company

Creates a new company.

Create Matter Note

Creates a new matter note

Create Communication

Creates a new communication.

Create Task

Creates a new task.

Create Time Entry

Creates a new time entry.

Create Matter

Creates a new matter.

Create Expense Entry

Create a new expense entry.

Create Calendar Entry

Creates a new calendar entry on the users calendar.