Connect Clio and Greenhouse

Both apps 91Clio 46Greenhouse 45

• 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
  Application Rejected

  Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields.

• Trigger
  Application Updated

  Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires.

• Trigger
  Candidate Hired

  Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application.

• Trigger
  Candidate Updated

  Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields.

• Trigger
  Job Updated

  Triggers when a job (hiring plan) is created or updated in Greenhouse.

• Trigger
  New Candidate

  Triggers when a new candidate or prospect is added to Greenhouse.

• Trigger
  New Candidate Application

  Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses.

• Trigger
  New Job

  Triggers when a new job (requisition / hiring plan) is created in Greenhouse.

• Trigger
  New Job Post

  Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse.

• Trigger
  New Note

  Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries.

• Trigger
  New Offer

  Triggers when a new offer is created on a candidate's application in Greenhouse.

• Trigger
  New Scheduled Interview

  Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse.

• Trigger
  New Scorecard

  Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse.

• Trigger
  New Scorecard Due

  Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted.

• Trigger
  Offer Updated

  Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected.

• Action
  Add Attachment to Candidate

  Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content.

• Action
  Add Candidate Education

  Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse.

• Action
  Add Candidate Employment

  Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job.

• Action
  Add Tag to Candidate

  Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record.

• Action
  Convert Prospect to Candidate

  Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application.

• Action
  Create Application

  Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application.

• Action
  Create Candidate

  Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application.

• Action
  Create Interview

  Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites.

• Action
  Create Job

  Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values.

• Action
  Create Job Note

  Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes.

• Action
  Create Offer

  Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values.

• Action
  Create Opening

  Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values.

• Action
  Delete Application

  Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept.

• Action
  Delete Candidate

  Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone.

• Action
  Delete Interview

  Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted.

• Action
  Delete Note

  Permanently deletes a note from a candidate's activity feed. This cannot be undone.

• Action
  Delete Opening

  Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted.

• Action
  Find Application

  Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team.

• Action
  Find Candidate

  Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own.

• Action
  Find Due Scorecard

  Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify.

• Action
  Find Job

  Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer.

• Action
  Find Offer

  Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match.

• Action
  Merge Candidates

  Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted.

• Action
  Move Application

  Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse.

• Action
  Reject Application

  Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields.

• Action
  Remove Tag from Candidate

  Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list.

• Action
  Unreject Application

  Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared.

• Action
  Update Interview

  Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites.

• Action
  Update Job Post

  Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft.

• Action
  Update Opening

  Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason.

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