Connect Clio and inFlow Inventory

Both apps 124Clio 46inFlow Inventory 78

• 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 or Updated Customer

  Triggers when a customer is created or updated.

• Trigger
  New or Updated Manufacturing Order

  Triggers when a manufacturing order is created or updated.

• Trigger
  New or Updated Purchase Order

  Triggers when a purchase order is created or updated.

• Trigger
  New or Updated Purchase Quote

  Triggers when a purchase quote is created or updated.

• Trigger
  New or Updated Sales Order

  Triggers when a sales order is created or updated.

• Trigger
  New or Updated Sales Quote

  Triggers when a sales quote is created or updated.

• Trigger
  New or Updated Stock Adjustment

  Triggers when a stock adjustment is created or updated.

• Trigger
  New or Updated Stock Count

  Triggers when a stock count is created or updated.

• Trigger
  New or Updated Stock Transfer

  Triggers when a stock transfer is created or updated.

• Trigger
  New or Updated Vendor

  Triggers when a vendor is created or updated.

• Action
  Approve Purchase Order

  Approves an existing purchase order in inFlow, the same as clicking Approve in the inFlow app, and returns the updated purchase order.

• Action
  Convert Purchase Quote to Purchase Order

  Converts a purchase quote into a purchase order, the same as the Convert to order action in inFlow.

• Action
  Convert Sales Quote to Sales Order

  Converts an inFlow sales quote into a sales order, the same as the Convert to order action in inFlow.

• Action
  Create a Product

  Creates a new product in inFlow Inventory.

• Action
  Create a Sales Order

  Creates a new sales order (or sales quote) in inFlow for a customer, with optional product lines, addresses and custom fields.

• Action
  Create a Stock Adjustment

  Creates a stock adjustment

• Action
  Create a Stock Count

  Creates a stock count

• Action
  Create a Stock Count Sheet

  Creates a new stock count sheet.

• Action
  Create a Stock Transfer

  Creates a stock transfer

• Action
  Create a Vendor

  Creates a vendor

• Action
  Create Customer

  Creates a customer

• Action
  Create Manufacturing Order

  Creates a new manufacturing order

• Action
  Create Purchase Order

  Creates a purchase order

• Action
  Find a Adjustment Reason

  Finds adjustment reasons in inFlow Inventory by name.

• Action
  Find a Category

  Finds categories whose name contains the text you enter and returns the first match plus every match.

• Action
  Find a Count Sheet

  Looks up an inFlow count sheet by its ID.

• Action
  Find a Custom Document

  Finds inFlow records of the document type you choose (customers, vendors, products, sales orders, purchase orders and more) whose chosen field matches a value. Returns the first match plus every match on the first page.

• Action
  Find a Customer

  Returns the inFlow customers that match the given criteria (name, email, phone, address and more).

• Action
  Find a Location

  Returns up to 100 inFlow locations whose name contains the given text.

• Action
  Find a Manufacturing Order

  Finds manufacturing orders in inFlow by order number, status, dates, location or assignee. Returns every match plus the first matching order.

• Action
  Find a Payment Term

  Finds payment terms in inFlow whose name contains the given text.

• Action
  Find a Pricing Scheme

  Returns the pricing schemes whose name contains the specified text.

• Action
  Find a Product

  Returns up to 100 inFlow products matching the name, barcode, description, smart search text or other filters supplied.

• Action
  Find a Purchase Order

  Finds purchase orders by order number or other filters and returns the matches.

• Action
  Find a Sales Order

  Search for the details of a sales order by a Sales Order ID or Sales Order Number.

• Action
  Find a Stock Adjustment

  Search for the details of a Stock Adjustment by a Stock Adjustment ID or Stock Adjustment Number.

• Action
  Find a Stock Count

  Search for the details of a Stock Count by a Stock Count ID or Stock Count Number.

• Action
  Find a Stockroom Scan

  Finds stockroom scans by scan number. inFlow has deprecated this endpoint; newer scans are recorded as stock adjustments.

• Action
  Find a Stock Transfer

  Search for the details of a Stock Transfer by a Stock Transfer ID or Stock Transfer Number.

• Action
  Find a Taxing Scheme

  Search for the details of a taxing scheme by Name.

• Action
  Find a Vendor

  Finds inFlow vendors matching name, contact, email, phone, address or other filters, returning the first match and the full list.

• Action
  Find or Create a Customer Document

  Finds a customer whose name exactly matches the given name; if none exists, creates one with the supplied details. Returns the customer record either way.

• Action
  Find or Create a Manufacturing Order Document

  Searches for a manufacturing order document by document type.

• Action
  Find or Create a Product

  Returns the product with exactly the given name, creating it first if no such product exists.

• Action
  Find or Create a Purchase Order Document

  Searches for a purchase order document by document type.

• Action
  Find or Create a Sales Order Document

  Looks up a sales order by its order number and returns it; if no order has that number, creates a new sales order with it.

• Action
  Find or Create a Stock Adjustment Document

  Searches for a stock adjustment document by document type.

• Action
  Find or Create a Stock Count Document

  Searches for a stock count document by document type.

• Action
  Find or Create a Stock Transfer Document

  Searches for a stock transfer document by document type.

• Action
  Find or Create a Vendor

  Searches for a vendor by ID or name and creates a new vendor if it doesn't exist.

• Action
  Find or Create a Vendor Document

  Searches for a vendor document by document type.

• Action
  Find or Create Customer

  Finds a customer by exact name; if none exists, creates one with the supplied details.

• Action
  Find or Create Customer by Email

  Looks up an inFlow customer by exact email address and returns it; if none exists, creates a new customer with that email.

• Action
  Find or Create Vendor by Email

  Searches for a vendor by Email and/or name and creates a new vendor if it doesn't exist.

• Action
  Fulfill Purchase Order

  Marks every line of a purchase order as received and adds the corresponding stock, the same as the Fulfill button in inFlow.

• Action
  Fulfill Sales Order

  Quick-fulfills a sales order in one step.

• Action
  Invoice Sales Order

  Quick-invoices a sales order.

• Action
  List Customers

  Returns all customers in the inFlow account, with pagination.

• Action
  List Locations

  Lists the locations (warehouses, stores) in your inFlow account.

• Action
  List Manufacturing Orders

  Lists manufacturing orders in inFlow, optionally filtered by number, status, dates, location or assignee. Returns up to 100 orders.

• Action
  List Products

  Lists products in inFlow, optionally filtered by name, description, barcode, type, category, lot tracking, modification date or a smart search. Returns up to 100 products.

• Action
  List Purchase Orders

  Returns all purchase orders, with pagination.

• Action
  List Sales Orders

  Returns all sales orders, with pagination.

• Action
  List Stock Counts

  Returns all stock counts, with pagination.

• Action
  List Vendors

  Returns all vendors in the inFlow account, with pagination.

• Action
  Pay Sales Order

  Marks an inFlow sales order as paid, the same as the Mark paid button in inFlow.

• Action
  Ship Sales Order

  Marks a sales order as quick-shipped (final fulfillment step).

• Action
  Update a Manufacturing Order

  Updates an existing manufacturing order by ID. Only the fields you fill in are changed.

• Action
  Update a Product

  Updates a product given their ID.

• Action
  Update a Purchase Order

  Updates an existing purchase order in inFlow by ID. Only the fields you fill in are changed.

• Action
  Update a Sales Order

  Updates a sales order given their ID.

• Action
  Update a Stock Adjustment

  Updates a stock adjustment given their ID.

• Action
  Update a Stock Count

  Updates a stock count given their ID.

• Action
  Update a Stock Count Sheet

  Updates a stock count sheet.

• Action
  Update a Stockroom Scan

  Updates a stockroom scan in inFlow. inFlow marks this endpoint deprecated; new scans are stored as stock adjustments.

• Action
  Update a Stock Transfer

  Updates a stock transfer given their ID.

• Action
  Update Customer

  Updates a customer given their ID.

• Action
  Update Vendor

  Updates an existing vendor by ID. Fields left blank keep their current values.

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