Integration
Connect Clio and Confluence Cloud
When Matter Status Updated fires in Clio, your agent runs Create Blog Post in Confluence Cloud, or New Blog Post in Confluence Cloud to Create Company Contact in Clio. 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 Clio and Confluence Cloud to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Clio and Confluence Cloud can do together
From Clio to Confluence Cloud
When Matter Status Updated in Clio
then Create Blog Post in Confluence Cloud
When New Activity in Clio
then Create Footer Comment in Confluence Cloud
From Confluence Cloud to Clio
When New Blog Post in Confluence Cloud
then Create Company Contact in Clio
When New Footer Comment in Confluence Cloud
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 Confluence Cloud
Triggers and actions 16 triggers · 75 actions
Trigger
Matter Status UpdatedTriggers when the status of a matter has changed.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar EntryTriggers when a new calendar entry is created.
Trigger
New CommunicationTriggers when a new communication is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New MatterTriggers when a new matter is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Task Status UpdatedTriggers when the status of a task has changed.
Action
Create Calendar EntryCreates a new calendar entry.
Action
Create CommunicationCreates a new communication.
Action
Create Company ContactCreates a company contact.
Action
Create Expense Entry (Activity)Creates a new expense entry.
Action
Create MatterAdds a new matter to Clio Manage.
Action
Create Matter FolderCreates a new folder in a matter.
Action
Create Matter NoteCreates a new matter note.
Action
Create Person ContactCreates a person contact.
Action
Create TaskCreates a new task.
Action
Create Time Entry (Activity)Creates a new time entry.
Action
Delete activityDelete an activity.
Action
Delete calendar entryDelete a calendar entry.
Action
Delete contactDelete a contact.
Action
Delete matterDelete a matter.
Action
Delete taskDelete a task.
Action
Find Company ContactReturns the company contacts that match the search text.
Action
Find MatterReturns the matters that match the specified search text and optional filters
Action
Find Newest Matter by Client EmailReturns the most recently created matter for the client with the given email address.
Action
Find Person ContactFind 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 UserFind a user by name.
Action
Get activityFetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
Action
Get calendar entryReturns one calendar entry by id, including summary, start and end times.
Action
Get communicationReturns one communication by id.
Action
Get contactRetrieve a contact (person or company) by id.
Action
Get documentRetrieve document metadata by id.
Action
Get matterRetrieve a matter by id.
Action
Get taskRetrieve a task by id.
Action
List activitiesList all activities.
Action
List contactsList all contacts.
Action
List practice areasList practice areas.
Action
List tasksList all tasks.
Action
List usersList firm users.
Action
Update activityUpdate an activity.
Action
Update calendar entryUpdate a calendar entry.
Action
Update MatterUpdate an existing matter.
Action
Update Person ContactUpdates an existing person contact.
Action
Update TaskUpdates a task.
Action
Upload Document to MatterUploads a file from a URL into a Clio matter's documents and marks it fully uploaded.
Trigger
New Blog PostTriggers when a new blog post is published in your Confluence site, optionally limited to specific spaces.
Trigger
New Footer CommentTriggers when a new footer comment is added to any page, blog post or attachment on the Confluence site.
Trigger
New or Updated PageTriggers when a page is created or edited in your Confluence site.
Trigger
New PageTriggers when a new page is created in Confluence.
Trigger
New Page or Blog PostTriggers when a new page or blog post is created in your Confluence site.
Trigger
New SpaceTriggers when a new space is created on the selected Confluence site.
Trigger
New TaskTriggers when a new task is added to a Confluence page or blog post.
Trigger
Updated PageTriggers when an existing Confluence page is edited (a new version is saved).
Action
Add Label to ContentAdds a label to a Confluence page, blog post or attachment and returns the content's labels.
Action
Create Blog PostCreates a new blog post in a Confluence space, published or as a draft.
Action
Create FolderCreates a folder in a Confluence space, optionally under a parent page or folder.
Action
Create Footer CommentAdds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment.
Action
Create PageCreates a page in a Confluence space, published or as a draft, optionally under a parent page.
Action
Create Page or Blog PostCreates a new page or blog post in a Confluence space.
Action
Create SpaceCreates a new Confluence space with a name and key or alias, optionally private or from a template.
Action
Delete AttachmentDeletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash.
Action
Delete Blog PostDeletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft.
Action
Delete FolderDeletes a folder in Confluence, moving it to the space's trash.
Action
Delete Footer CommentPermanently deletes a footer comment from a Confluence page or blog post.
Action
Delete Inline CommentPermanently deletes an inline comment from a Confluence page or blog post.
Action
Delete PageDeletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash.
Action
Get AttachmentReturns a Confluence attachment's details, including its file name, media type, size, container and download link.
Action
Get Blog PostReturns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions.
Action
Get FolderReturns a Confluence folder by its ID, including its title, space, parent and version details.
Action
Get Footer CommentReturns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version.
Action
Get Inline CommentReturns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version.
Action
Get PageReturns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details.
Action
Get SpaceReturns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions.
Action
Get TaskReturns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to.
Action
List Blog PostsReturns blog posts across the Confluence site, optionally filtered by space, ID, title or status.
Action
List Child PagesReturns the child pages directly under a Confluence page, with each child's title, status, space and position.
Action
List Page AttachmentsReturns the attachments on a Confluence page, optionally filtered by status, media type or file name.
Action
List Page Footer CommentsReturns the top-level footer comments on a Confluence page.
Action
List Page LabelsReturns the labels on a Confluence page, with each label's ID, name and prefix.
Action
List PagesReturns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype.
Action
List SpacesReturns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label.
Action
List TasksReturns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates.
Action
Remove Label from ContentRemoves a label from a Confluence page, blog post or attachment.
Action
Search ContentSearches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results.
Action
Search for Page or Blog PostSearches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space.
Action
Update Blog PostUpdates an existing Confluence blog post's title, content or status, creating a new version.
Action
Update Footer CommentUpdates the text of an existing footer comment on a Confluence page, blog post or attachment.
Action
Update Inline CommentUpdates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it.
Action
Update PageUpdates an existing Confluence page's title, content, status, parent or owner, saving it as a new version.
Action
Upload AttachmentUploads a file as a new attachment on a Confluence page or blog post.
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
More from Clio
Clio to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clio to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clio to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clio to Google SheetsGoogle Sheets
Clio to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clio to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Confluence Cloud
ActiveCampaign to Confluence CloudActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Confluence CloudOrganize anything with Airtable, a modern database created for everyone.
Asana to Confluence CloudAsana is a collaborative information manager for workspace.
ClickUp to Confluence CloudClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to Confluence CloudBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to Confluence CloudCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Clio and Confluence Cloud, 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 Confluence Cloud when something happens in Clio?
Any of Confluence Cloud's 37 actions, including Create Blog Post, Create Folder, Create Footer Comment and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Confluence Cloud to Clio?
Yes. When something happens in Confluence Cloud, your agent can act in Clio too. This page covers both directions: Confluence Cloud's triggers and Clio's actions are listed here as well.
Do I have to build a connector for Clio or Confluence Cloud?
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.
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.