Triggers

Add Members to Project

Data sent to Clio, when the user adds one or more members to a specific project.

New Task

Data sent to Clio, when the user creates a new task in the project.

Create Task Comment

Data sent to Clio, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Clio, when the user added a new comment.

New Activity

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

New Task Activity

Data sent to Clio, when the user performs any activity on the particular task of the project.

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.