Connect Clio and Files.com

Both apps 69Clio 46Files.com 23

• 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
  Automation Run Completed

  Triggered when a run of the selected Files.com automation finishes, whether it succeeded, failed or was canceled. Each run is reported once, after it completes.

• Trigger
  File Deleted

  Triggered when a file or folder is deleted in Files.com. Reports the path that was deleted and who deleted it.

• Trigger
  Group Created

  Triggered when a new group is created in Files.com. Reports the group's name, members and login permissions.

• Trigger
  New File or Folder Created

  Triggered when a file or folder is created in Files.com, whether uploaded, copied or created by an automation. Reports the new path and who created it.

• Trigger
  New File Uploaded

  Triggered when a new file appears in the folder you choose. Reports the file's path, name, size and last-modified time.

• Trigger
  Share Link Created

  Triggered when a new share link is created in Files.com. Reports the link's public address, what it shares and when it expires.

• Trigger
  User Created

  Triggered when a new user is created in Files.com. Reports the user's name, username, email and login permissions.

• Action
  Add User to Group

  Adds an existing Files.com user to a group, optionally as a group administrator. Returns the new group membership, including the group name and the user's username.

• Action
  Copy File

  Copies a file or folder in Files.com to a new path, leaving the original in place. Returns the copy status, plus a migration ID when a large copy continues in the background.

• Action
  Create Folder

  Creates a folder at the given path in Files.com, optionally creating any missing parent folders. Returns the new folder's path, name and creation details.

• Action
  Create Group

  Creates a group in Files.com, optionally with its starting members, group administrators and login-protocol permissions. Returns the new group including its ID.

• Action
  Create Share Link

  Creates a public share link for one or more files or folders in Files.com, optionally password-protected, expiring or use-limited. Returns the link's public address.

• Action
  Delete File

  Deletes a file or folder from Files.com at the given path. Deleting a folder that still has contents requires the recursive option.

• Action
  Delete Folder

  Deletes a folder from Files.com at the given path. Use the recursive option to delete a folder that still has files or subfolders in it.

• Action
  Delete Group

  Deletes a group from Files.com by its ID. The group's members keep their own accounts; only the group is removed.

• Action
  Delete User

  Deletes a user from Files.com by their ID, removing their access to the site.

• Action
  Download File

  Gets a temporary download address for a file in Files.com, along with the file's name, size and checksums. Pass the download address to a later step to fetch or attach the file.

• Action
  List Folder Contents

  Lists the files and folders inside a Files.com folder, with each item's path, name, type, size and last-modified time.

• Action
  Move File

  Moves or renames a file or folder in Files.com to a new path. The original path no longer exists afterwards.

• Action
  Remove User from Group

  Removes a user from a Files.com group. Looks up the membership for the group and user you name, then removes it.

• Action
  Run Automation

  Starts a run of the Files.com automation you choose, the same as pressing Run in Files.com. The run continues in the background.

• Action
  Update User

  Updates a Files.com user's details, login permissions and access settings. Fields you leave blank keep their current values.

• Action
  Upload File

  Uploads a file into Files.com at the path you choose, fetching the bytes from the file's web address. Returns the stored file's path, name and size.

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