Connect Clio and Habitify

Both apps 65Clio 46Habitify 19

• 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 Log

  Triggers when a new log entry is recorded for the selected habit.

• Trigger
  New Mood

  Triggered when a new mood is logged on a note for the chosen habit.

• Trigger
  New Note

  Triggers when a new note is added to the selected habit.

• Trigger
  New Status

  Triggers when a habit is marked completed, skipped or failed for a day.

• Action
  Add area

  Creates a new area for organizing and categorizing habits, and returns the created area.

• Action
  Add Log

  Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date.

• Action
  Add Note

  Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created.

• Action
  Complete habit

  Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal.

• Action
  Delete habit

  Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone.

• Action
  Delete habit log

  Permanently deletes one log entry from a habit, removing the recorded value from its tracking history.

• Action
  Fail habit

  Marks a habit as failed for a specific date, defaulting to today.

• Action
  Get habit

  Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found.

• Action
  Get Habit Journal

  Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal.

• Action
  Get habit statistics

  Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown.

• Action
  List areas

  Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work.

• Action
  List habit logs

  Returns the log entries recorded for a habit, newest first, optionally limited to a date range.

• Action
  List habit notes

  Returns the notes attached to a habit, including each note's text, mood level, photos and creation time.

• Action
  List habits

  Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day.

• Action
  Skip habit

  Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message.

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