# Connect Clio and Confluence Cloud When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Create Blog Post** in [Confluence Cloud](https://apiant.ai/connections/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. Clio **8** triggers Clio **38** actions Confluence Cloud **8** triggers Confluence Cloud **37** 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 Confluence Cloud to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 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 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 Blog Post** Triggers when a new blog post is published in your Confluence site, optionally limited to specific spaces. - Trigger **New Footer Comment** Triggers when a new footer comment is added to any page, blog post or attachment on the Confluence site. - Trigger **New or Updated Page** Triggers when a page is created or edited in your Confluence site. - Trigger **New Page** Triggers when a new page is created in Confluence. - Trigger **New Page or Blog Post** Triggers when a new page or blog post is created in your Confluence site. - Trigger **New Space** Triggers when a new space is created on the selected Confluence site. - Trigger **New Task** Triggers when a new task is added to a Confluence page or blog post. - Trigger **Updated Page** Triggers when an existing Confluence page is edited (a new version is saved). - Action **Add Label to Content** Adds a label to a Confluence page, blog post or attachment and returns the content's labels. - Action **Create Blog Post** Creates a new blog post in a Confluence space, published or as a draft. - Action **Create Folder** Creates a folder in a Confluence space, optionally under a parent page or folder. - Action **Create Footer Comment** Adds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment. - Action **Create Page** Creates a page in a Confluence space, published or as a draft, optionally under a parent page. - Action **Create Page or Blog Post** Creates a new page or blog post in a Confluence space. - Action **Create Space** Creates a new Confluence space with a name and key or alias, optionally private or from a template. - Action **Delete Attachment** Deletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash. - Action **Delete Blog Post** Deletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft. - Action **Delete Folder** Deletes a folder in Confluence, moving it to the space's trash. - Action **Delete Footer Comment** Permanently deletes a footer comment from a Confluence page or blog post. - Action **Delete Inline Comment** Permanently deletes an inline comment from a Confluence page or blog post. - Action **Delete Page** Deletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash. - Action **Get Attachment** Returns a Confluence attachment's details, including its file name, media type, size, container and download link. - Action **Get Blog Post** Returns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions. - Action **Get Folder** Returns a Confluence folder by its ID, including its title, space, parent and version details. - Action **Get Footer Comment** Returns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version. - Action **Get Inline Comment** Returns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version. - Action **Get Page** Returns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details. - Action **Get Space** Returns 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 Task** Returns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to. - Action **List Blog Posts** Returns blog posts across the Confluence site, optionally filtered by space, ID, title or status. - Action **List Child Pages** Returns the child pages directly under a Confluence page, with each child's title, status, space and position. - Action **List Page Attachments** Returns the attachments on a Confluence page, optionally filtered by status, media type or file name. - Action **List Page Footer Comments** Returns the top-level footer comments on a Confluence page. - Action **List Page Labels** Returns the labels on a Confluence page, with each label's ID, name and prefix. - Action **List Pages** Returns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype. - Action **List Spaces** Returns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label. - Action **List Tasks** Returns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates. - Action **Remove Label from Content** Removes a label from a Confluence page, blog post or attachment. - Action **Search Content** Searches 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 Post** Searches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space. - Action **Update Blog Post** Updates an existing Confluence blog post's title, content or status, creating a new version. - Action **Update Footer Comment** Updates the text of an existing footer comment on a Confluence page, blog post or attachment. - Action **Update Inline Comment** Updates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it. - Action **Update Page** Updates an existing Confluence page's title, content, status, parent or owner, saving it as a new version. - Action **Upload Attachment** Uploads a file as a new attachment on a Confluence page or blog post. ## 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) - [ **Confluence Cloud** Confluence is where you create, organize and discuss work with your team.](https://apiant.ai/connections/confluence-cloud) Reviews ## What our customers say ## More from Clio - [ **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](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) - [ **Clio to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clio-to-google-calendar) ## More into Confluence Cloud - [ **ActiveCampaign to Confluence Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-confluence-cloud) - [ **Airtable to Confluence Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-confluence-cloud) - [ **Asana to Confluence Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-confluence-cloud) - [ **ClickUp to Confluence Cloud** 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-confluence-cloud) - [ **Brevo to Confluence Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-confluence-cloud) - [ **Calendly to Confluence Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-confluence-cloud) 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.