Connect Clio to ConvertAPI PDF Tools

Both apps 63Clio 46ConvertAPI PDF Tools 17

• 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
  Advanced: Convert File

  Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.

• Action
  Combine or Merge PDF Files

  Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.

• Action
  Compress PDF

  Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.

• Action
  Email to PDF

  Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.

• Action
  Images to PDF

  Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.

• Action
  Office to PDF

  Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.

• Action
  PDF to DOCX

  Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.

• Action
  PDF to PDF/A

  Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.

• Action
  PDF to PNG

  The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.

• Action
  PDF to PPTX

  Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.

• Action
  PDF to XLSX

  Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.

• Action
  Protect PDF

  Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.

• Action
  Redact PDF

  Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.

• Action
  Repair PDF

  Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.

• Action
  WEB to JPG

  Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.

• Action
  WEB to PDF

  Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.

• Action
  WEB to PNG

  Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

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