Integration
Connect Act-On and Clio
When New Contact fires in Act-On, your agent runs Create Company Contact in Clio, or Matter Status Updated in Clio to Add Contact to Marketing List in Act-On. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Act-On and Clio to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Act-On and Clio can do together
From Act-On to Clio
When New Contact in Act-On
then Create Company Contact in Clio
From Clio to Act-On
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Act-On and Clio
Triggers and actions 10 triggers · 58 actions
- New Contact
Triggers when a new contact is added to All Contacts.
- New or Updated Contact
Triggers when a contact in All Contacts is added or changed.
- Add Contact to Marketing List
Adds a contact record to an Act-On marketing list.
- Delete Contact by Email
Deletes the contacts with this email address from All Contacts.
- Delete Contact from Marketing List
Deletes a contact record from a marketing list.
- Find Contacts by Email
Finds the contacts in All Contacts with this email address.
- Get Contact
Returns one contact from All Contacts by its ID.
- Get Contact from Marketing List
Returns one contact record from a marketing list.
- Get Message Report
Returns the delivery and engagement report of a sent message.
- Get Segment
Returns one segment of All Contacts.
- List Campaigns
Returns the campaigns in the account.
- List Contacts
Returns contacts from All Contacts, optionally only those created or updated after a time.
- List Email Senders
Returns the email senders defined in the account.
- List Forms
Returns the forms in the account, grouped by folder.
- List Marketing Lists
Returns the marketing lists in the Act-On account.
- List Messages
Returns the email messages in the account.
- List Programs
Returns the automated programs in the account, grouped by folder.
- List Segments
Returns the segments of All Contacts.
- Remove Contact from Direct Select Segment
Removes a contact from a direct select segment in All Contacts.
- Send Message
Sends an existing template or draft message to one or more lists.
- Update Contact in Marketing List by Record ID
Updates a contact record in a marketing list by its record ID.
- Update or Create Contact in Marketing List by Email
Updates the contact with this email in a marketing list, or adds it if it is not there.
- Matter Status Updated
Triggers when the status of a matter has changed.
- New Activity
Triggers when a new activity is created.
- New Calendar Entry
Triggers when a new calendar entry is created.
- New Communication
Triggers when a new communication is created.
- New Contact
Triggers when a new contact is created.
- New Matter
Triggers when a new matter is created.
- New Task
Triggers when a new task is created.
- Task Status Updated
Triggers when the status of a task has changed.
- Create Calendar Entry
Creates a new calendar entry.
- Create Communication
Creates a new communication.
- Create Company Contact
Creates a company contact.
- Create Expense Entry (Activity)
Creates a new expense entry.
- Create Matter
Adds a new matter to Clio Manage.
- Create Matter Folder
Creates a new folder in a matter.
- Create Matter Note
Creates a new matter note.
- Create Person Contact
Creates a person contact.
- Create Task
Creates a new task.
- Create Time Entry (Activity)
Creates a new time entry.
- Delete activity
Delete an activity.
- Delete calendar entry
Delete a calendar entry.
- Delete contact
Delete a contact.
- Delete matter
Delete a matter.
- Delete task
Delete a task.
- Find Company Contact
Returns the company contacts that match the search text.
- Find Matter
Returns the matters that match the specified search text and optional filters
- Find Newest Matter by Client Email
Returns the most recently created matter for the client with the given email address.
- Find Person Contact
Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.
- Find User
Find a user by name.
- Get activity
Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
- Get calendar entry
Returns one calendar entry by id, including summary, start and end times.
- Get communication
Returns one communication by id.
- Get contact
Retrieve a contact (person or company) by id.
- Get document
Retrieve document metadata by id.
- Get matter
Retrieve a matter by id.
- Get task
Retrieve a task by id.
- List activities
List all activities.
- List contacts
List all contacts.
- List practice areas
List practice areas.
- List tasks
List all tasks.
- List users
List firm users.
- Update activity
Update an activity.
- Update calendar entry
Update a calendar entry.
- Update Matter
Update an existing matter.
- Update Person Contact
Updates an existing person contact.
- Update Task
Updates a task.
- Upload Document to Matter
Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Act-On and Clio, answered
What can start an automation from Act-On?
Any of Act-On's 2 triggers in the catalog, including New Contact and New or Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clio when something happens in Act-On?
Any of Clio's 38 actions, including Create Calendar Entry, Create Communication, Create Company Contact and Create Expense Entry (Activity). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clio to Act-On?
Yes. When something happens in Clio, your agent can act in Act-On too. This page covers both directions: Clio's triggers and Act-On's actions are listed here as well.
Do I have to build a connector for Act-On or Clio?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Act-On and Clio without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.