--- title: "Connect Cisco WebEx and Clio - APIANT.ai" description: "When \"New meeting\" fires in Cisco WebEx, your agent runs \"Create Company Contact\" in Clio." canonical: "https://apiant.ai/connect/cisco-webex-to-clio" --- # Connect Cisco WebEx and Clio When **New meeting** fires in [Cisco WebEx](https://apiant.ai/connections/cisco-webex), your agent runs **Create Company Contact** in [Clio](https://apiant.ai/connections/clio), or **Matter Status Updated** in Clio to **Add message** in Cisco WebEx. Describe the whole flow and it is built, tested on every scenario and kept running. Cisco WebEx **2** triggers Cisco WebEx **10** actions Clio **8** triggers Clio **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cisco WebEx and Clio to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Cisco WebEx and Clio can do together ### From Cisco WebEx to Clio - When **New meeting** in Cisco WebEx then **Create Company Contact** in Clio - When **New message** in Cisco WebEx then **Create Person Contact** in Clio ### From Clio to Cisco WebEx - When **Matter Status Updated** in Clio then **Add message** in Cisco WebEx - When **New Activity** in Clio then **List messages** in Cisco WebEx 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 Cisco WebEx and Clio ## Triggers and actions 10 triggers · 48 actions - Trigger **New meeting** Fires when a meeting is created. Webhook resource=meetings event=created - Trigger **New message** Fires when a message is created in a space. - Action **Add meeting** Schedules a new Webex meeting (or webinar / personal room meeting) and returns the created meeting. - Action **Add message** Posts a plain-text or Markdown message, optionally with one file or one card, to a Webex space or directly to a person. - Action **Add room** Creates a Webex space (room). The connected user is automatically added as a member. - Action **Delete meeting** Deletes a scheduled meeting or an entire meeting series. A deleted meeting cannot be recovered. - Action **Find people by criteria** Returns up to 100 people in the Webex organization that match the specified email, name, IDs, roles or location. - Action **Get meeting** Retrieves the details of a Webex meeting series, scheduled meeting or meeting instance by its id. - Action **Get membership** Returns one space membership: who the member is, which space, and whether they moderate it. - Action **List messages** Lists the messages in a Webex space, newest first. Optionally narrow to replies in one thread, messages mentioning you, or messages sent before a date or message. - Action **List rooms** List the Webex spaces (rooms) the connected user belongs to, optionally filtered by team or type. - Action **Update meeting** Updates a meeting series or a single scheduled meeting in Webex. Only the fields you fill in are changed. - Trigger **Matter Status Updated** Triggers when the status of a matter has changed. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Entry** Triggers when a new calendar entry is created. - Trigger **New Communication** Triggers when a new communication is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Matter** Triggers when a new matter is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Status Updated** Triggers when the status of a task has changed. - Action **Create Calendar Entry** Creates a new calendar entry. - Action **Create Communication** Creates a new communication. - Action **Create Company Contact** Creates a company contact. - Action **Create Expense Entry (Activity)** Creates a new expense entry. - Action **Create Matter** Adds a new matter to Clio Manage. - Action **Create Matter Folder** Creates a new folder in a matter. - Action **Create Matter Note** Creates a new matter note. - Action **Create Person Contact** Creates a person contact. - Action **Create Task** Creates a new task. - Action **Create Time Entry (Activity)** Creates a new time entry. - Action **Delete activity** Delete an activity. - Action **Delete calendar entry** Delete a calendar entry. - Action **Delete contact** Delete a contact. - Action **Delete matter** Delete a matter. - Action **Delete task** Delete a task. - Action **Find Company Contact** Returns the company contacts that match the search text. - Action **Find Matter** Returns the matters that match the specified search text and optional filters - Action **Find Newest Matter by Client Email** Returns the most recently created matter for the client with the given email address. - Action **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. - Action **Find User** Find a user by name. - Action **Get activity** Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found. - Action **Get calendar entry** Returns one calendar entry by id, including summary, start and end times. - Action **Get communication** Returns one communication by id. - Action **Get contact** Retrieve a contact (person or company) by id. - Action **Get document** Retrieve document metadata by id. - Action **Get matter** Retrieve a matter by id. - Action **Get task** Retrieve a task by id. - Action **List activities** List all activities. - Action **List contacts** List all contacts. - Action **List practice areas** List practice areas. - Action **List tasks** List all tasks. - Action **List users** List firm users. - Action **Update activity** Update an activity. - Action **Update calendar entry** Update a calendar entry. - Action **Update Matter** Update an existing matter. - Action **Update Person Contact** Updates an existing person contact. - Action **Update Task** Updates a task. - Action **Upload Document to Matter** Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded. ## Each app on its own - [ **Cisco WebEx** Cisco Webex — messaging, meetings, and webinars collaboration platform.](https://apiant.ai/connections/cisco-webex) - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) Reviews ## What our customers say ## More from Cisco WebEx - [ **Cisco WebEx to Equipme** Resource management platform for tracking equipment, employees, departments, locations, orders, and billing.](https://apiant.ai/connect/cisco-webex-to-equipme) - [ **Cisco WebEx to GraphQL Pokemon** GraphQL Pokemon is an open-source GraphQL service covering Pokemon generations one through eight.](https://apiant.ai/connect/cisco-webex-to-graphql-pokemon) - [ **Cisco WebEx to Raider** Raider.IO scores and ranks World of Warcraft characters and guilds on Mythic+ dungeon and raid progression.](https://apiant.ai/connect/cisco-webex-to-raider) - [ **Cisco WebEx to Vestaboard** Vestaboard is a smart messaging display that connects and inspires people.](https://apiant.ai/connect/cisco-webex-to-vestaboard) - [ **Cisco WebEx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cisco-webex-to-hubspot) - [ **Cisco WebEx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cisco-webex-to-salesforce) ## More into Clio - [ **capture to Clio** capture is a service that is your AI's long-term memory.](https://apiant.ai/connect/capture-to-clio) - [ **ActiveCampaign to Clio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clio) - [ **Airtable to Clio** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clio) - [ **Asana to Clio** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clio) - [ **ClickUp to Clio** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clio) - [ **Brevo to Clio** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clio) Questions ## Cisco WebEx and Clio, answered ### ### What can start an automation from Cisco WebEx? Any of Cisco WebEx's 2 triggers in the catalog, including New meeting and New message. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clio when something happens in Cisco WebEx? 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 Cisco WebEx? Yes. When something happens in Clio, your agent can act in Cisco WebEx too. This page covers both directions: Clio's triggers and Cisco WebEx's actions are listed here as well. ### ### Do I have to build a connector for Cisco WebEx 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 Cisco WebEx 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.