Connect Clio and iHomefinder

Both apps 65Clio 46iHomefinder 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 Contact Request

  Triggers when a new general contact form submission is received on your iHomefinder website.

• Trigger
  New Lead

  Triggers when a new lead (subscriber) is added to your iHomefinder account.

• Trigger
  New More Info Request

  Triggers when a visitor submits a new More Info request about a listing on your iHomefinder website.

• Trigger
  New Showing Request

  Triggers when a visitor submits a new schedule showing request on your iHomefinder website.

• Trigger
  New Valuation Request

  Triggers when a new home valuation request is submitted on your iHomefinder website.

• Action
  Add Note to Subscriber

  Adds an internal note to a subscriber (lead) record. Notes are not visible to the subscriber.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber record for categorization.

• Action
  Create Contact Request

  Creates a contact request (general contact form submission) for a subscriber in iHomefinder.

• Action
  Create Lead

  Creates a new lead (subscriber) in your iHomefinder account.

• Action
  Get Account

  Returns the connected iHomefinder client account's details and configuration.

• Action
  Get Agent

  Returns the full details of a single agent (user) on the iHomefinder client account, by agent ID.

• Action
  Get Listing

  Returns the details of a specific listing (MLS or supplemental) by its listing ID.

• Action
  Get Subscriber

  Returns a subscriber (lead) from your iHomefinder account by ID, including their profile fields.

• Action
  List Agents

  Returns all agents (users) under the iHomefinder client account.

• Action
  List Listings

  Returns listings for your iHomefinder account: your active featured listings, or listings matching a market or saved search.

• Action
  List Markets

  Returns all markets (saved searches) configured on the iHomefinder account, including their ids for filtering listings and report subscriptions.

• Action
  List Subscribers

  Returns the subscribers (leads) on the iHomefinder client account with their profile details.

• Action
  Subscribe to Market Report

  Enrolls an existing subscriber in a market report so they receive it on its schedule.

• Action
  Update Subscriber

  Updates an existing subscriber's profile details, such as name, email, phone, address or assigned agent. Fields left blank are not changed.

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