Connect Clio to Clever Elements

Both apps 60Clio 46Clever Elements 14

• 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.

• Action
  Add list

  Creates a new subscriber list in your Clever Elements account, with an optional description.

• Action
  Add Subscriber

  Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.

• Action
  Add subscriber field

  Creates a new subscriber (personalization) field in your Clever Elements account.

• Action
  Delete list

  Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.

• Action
  Delete subscriber

  Deletes a subscriber from your Clever Elements account by subscriber ID.

• Action
  Find subscriber by email

  Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.

• Action
  Get list details

  Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.

• Action
  Get subscriber

  Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.

• Action
  List lists

  Returns every subscriber list in the Clever Elements account, with each list's ID and name.

• Action
  List subscriber fields

  Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.

• Action
  List subscribers

  Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.

• Action
  Unsubscribe Subscriber From All List

  Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.

• Action
  Unsubscribe Subscriber From List

  Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.

• Action
  Update Subscriber

  Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.