--- title: "Connect Clio and Communi App - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Add message\" in Communi App." canonical: "https://apiant.ai/connect/clio-to-communi-app" --- # Connect Clio and Communi App When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Add message** in [Communi App](https://apiant.ai/connections/communi-app), or **New Announcement** in Communi App to **Create Company Contact** in Clio. Describe the whole flow and it is built, tested on every scenario and kept running. Clio **8** triggers Clio **38** actions Communi App **10** triggers Communi App **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clio and Communi App 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 Clio and Communi App can do together ### From Clio to Communi App - When **Matter Status Updated** in Clio then **Add message** in Communi App - When **New Activity** in Clio then **Add user** in Communi App ### From Communi App to Clio - When **New Announcement** in Communi App then **Create Company Contact** in Clio - When **New Event** in Communi App then **Create Person Contact** in Clio 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 Clio and Communi App ## Triggers and actions 18 triggers · 65 actions - 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. - Trigger **New Announcement** Triggered when a new announcement is created in a group. - Trigger **New Event** Triggered when a new event is created in the selected group. - Trigger **New Job Ad** Triggered when a new job ad is created in a group. - Trigger **New message** Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message. - Trigger **New Offer** Triggered when a new offer is created. - Trigger **New poll** Triggers when a new poll is created in Communi App. - Trigger **New Quest** Triggered when a new quest is created. - Trigger **New Recommendation** Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type. - Trigger **New user** Triggers when a new user appears in your CommuniApp. - Trigger **New Video** Triggers when a new video is posted in a Communi App group. - Action **Add article** Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article. - Action **Add group** Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group. - Action **Add message** Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message. - Action **Add poll** Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards. - Action **Add tag** Creates a new tag in your CommuniApp and returns the created tag. - Action **Add user** Creates a new user in the CommuniApp community and returns the created user record. - Action **Create Announcement** Creates a new announcement in your Communi app and returns the created announcement. - Action **Create Event** Creates a new event in your CommuniApp community and returns the created event. - Action **Create Offer** Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer. - Action **Create Quest** Creates a new quest, a post where a community member asks for something, and returns the created quest. - Action **Create Recommendation** Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record. - Action **Delete event** Deletes an event by its ID. - Action **Delete offer** Deletes an offer by its ID. - Action **Delete user** Permanently deletes a user from the Communi App. This cannot be undone. - Action **Get event** Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found. - Action **Get offer** Returns a single offer from your community by its ID, including its text, picture, status and publishing dates. - Action **Get poll** Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found. - Action **Get user** Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role. - Action **List articles** Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term. - Action **List events** Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location. - Action **List groups** Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups. - Action **List messages** Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat. - Action **List offers** Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text. - Action **List polls** Returns the polls you can access, optionally narrowed by group, status or search text. - Action **List users** Returns the users visible to the connected account, optionally narrowed by a text search and group. - Action **Update event** Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event. - Action **Update offer** Updates an existing offer in your Communi App community and returns the updated offer. ## Each app on its own - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) - [ **Communi App** Communi is an app for all communities are looking for ways to better connect and integrate new people.](https://apiant.ai/connections/communi-app) Reviews ## What our customers say ## More from Clio - [ **Clio to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/clio-to-pandadoc) - [ **Clio to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clio-to-hubspot) - [ **Clio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clio-to-salesforce) - [ **Clio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clio-to-slack) - [ **Clio to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clio-to-google-sheets) - [ **Clio to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clio-to-gmail) ## More into Communi App - [ **ActiveCampaign to Communi App** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-communi-app) - [ **Airtable to Communi App** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-communi-app) - [ **Asana to Communi App** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-communi-app) - [ **ClickUp to Communi App** 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-communi-app) - [ **Brevo to Communi App** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-communi-app) - [ **Calendly to Communi App** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-communi-app) Questions ## Clio and Communi App, answered ### ### What can start an automation from Clio? Any of Clio's 8 triggers in the catalog, including Matter Status Updated, New Activity, New Calendar Entry and New Communication. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Communi App when something happens in Clio? Any of Communi App's 27 actions, including Create Announcement, Create Event, Create Offer and Create Quest. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Communi App to Clio? Yes. When something happens in Communi App, your agent can act in Clio too. This page covers both directions: Communi App's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Communi App? 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 Clio and Communi App 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.