Connect Clio and Loop Returns

Both apps 130Clio 46Loop Returns 84

• 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 Return Created

  Triggers when a new return is created in Loop.

• Trigger
  Return Status Updated

  Triggers when a Loop return changes state (for example open to closed or cancelled).

• Action
  Add Product to Collection

  Attach a product to a collection.

• Action
  Add Product to Collection by External ID

  Attach a product to a collection by commerce `external_id`.

• Action
  Advanced Shipping Notice

  This endpoint will pull all packages by tracking statuses/timeframe. The ASN endpoint will return an array of

• Action
  Cancel Draft Return

  Cancel a draft return.

• Action
  Cancel Return

  Cancel a return in Loop. Canceling a return will allow a customer to make another return with the same

• Action
  Close Return

  Close a return. Closing a return will not fulfill any outcomes such as exchanges or gift cards, and the

• Action
  Create Allowlist Item

  Create an allowlist entry.

• Action
  Create Blocklist Item

  Create a blocklist entry.

• Action
  Create Bulk Operation

  Uploads a JSONL file of order, product or other jobs and starts a Loop bulk operation that runs them.

• Action
  Create Destination

  Create a destination.

• Action
  Create Fraud Report

  Attach a fraud report to a return.

• Action
  Create Return Note

  Post a new note to a return.

• Action
  Delete Allowlist Item

  Delete an allowlist entry.

• Action
  Delete Blocklist Item

  Delete a blocklist entry.

• Action
  Delete Collection

  Delete a collection.

• Action
  Delete Collection by External ID

  Delete a collection by its commerce `external_id`.

• Action
  Delete Customer

  Delete a customer.

• Action
  Delete Customer by External ID

  Delete a customer by its commerce `external_id`.

• Action
  Delete Destination

  Delete a destination.

• Action
  Delete Inventory

  Delete an inventory.

• Action
  Delete Inventory by External IDs

  Delete an inventory record identified by the product variant's `external_id` and the location's `external_id`. If more than one product variant in the shop shares the same `external_id`, this request returns `409 Conflict`.

• Action
  Delete Location

  Delete a location.

• Action
  Delete Location by External ID

  Delete a location by its commerce `external_id`.

• Action
  Delete Order

  Delete a specific order.

• Action
  Delete Order by External ID

  Delete a specific order by its commerce `external_id`.

• Action
  Delete Product by External ID

  Delete a product by its commerce `external_id`.

• Action
  Delete Product from Collection

  Delete a product from a collection.

• Action
  Delete Product from Collection by External ID

  Delete a product from a collection by commerce `external_id`.

• Action
  Delete Product Variant

  Delete a product variant.

• Action
  Delete Product Variant by External ID

  Delete a product variant by the parent product's commerce `external_id` and the variant's commerce `external_id`.

• Action
  Detailed Returns List

  Pull a detailed list of returns created within a given timeframe.

• Action
  Finalize Items

  Finalizes the returning items and cart items of the draft return.

• Action
  Flag Return

  Flag a return in Loop for review. This will prevent automated processing and will require a human to go

• Action
  Get All Destinations

  Retrieve all destinations.

• Action
  Get Allowlist Item

  Retrieve an allowlist entry.

• Action
  Get Blocklist Item

  Retrieve a blocklist entry.

• Action
  Get Bulk Operation

  Get the details about a specific bulk operation.

• Action
  Get Collection

  Get details about a single collection.

• Action
  Get Collection by External ID

  Get details about a single collection by its commerce `external_id`.

• Action
  Get Customer

  Get details about a single customer.

• Action
  Get Customer by External ID

  Get details about a single customer by its commerce `external_id`.

• Action
  Get Destination Details

  Get details for a single destination.

• Action
  Get Draft Return

  Retrieves the details of a draft return, including its current state, returning items, cart items, and

• Action
  Get Inventory

  Get inventory details for a product variant by location.

• Action
  Get Inventory by External IDs

  Get inventory details for a product variant at a location, identified by the variant's `external_id` and the location's `external_id`. If more than one product variant in the shop shares the same `external_id`, this request returns `409 Conflict`.

• Action
  Get Location

  Get the details about a single location.

• Action
  Get Location by External ID

  Get the details about a single location by its commerce `external_id`.

• Action
  Get Order

  Get details about a specific order.

• Action
  Get Order by External ID

  Get details about a specific order by its commerce `external_id`.

• Action
  Get Product by External ID

  Get the details about a single product by its commerce `external_id`.

• Action
  Get Product Variant

  Get the details about a single product variant.

• Action
  Get Product Variant by External ID

  Get the details about a single product variant by the parent product's commerce `external_id` and the variant's commerce `external_id`.

• Action
  Get Return Details

  Get the details of a specific return based on a return's ID,

• Action
  Get Return Notes

  Get notes on a specific return using the return's ID.

• Action
  Get Shipment Information

  Get high level information from a Happy Returns shipment.

• Action
  Get Shipment Items

  Get all items for a Happy Returns shipment.

• Action
  Get Shipments

  Get information about all Happy Returns shipments created within a given timeframe.

• Action
  List Allowlist Items

  Retrieve a list of paginated allowlist entries.

• Action
  List Blocklist Items

  Retrieve a list of paginated blocklist entries.

• Action
  List Bulk Operation Jobs

  Retrieve a list of bulk operation jobs.

• Action
  List Bulk Operations

  Retrieve a list of bulk operations. The list can be sorted and paginated using the parameters below.

• Action
  List Collections

  Retrieve a list of collections. The list can be filtered, sorted, and paginated using the parameters below.

• Action
  List Customers

  Retrieve a list of customers. The list can be filtered, sorted, and paginated using the parameters below.

• Action
  List Inventories

  Retrieve a list of inventories. The list can be filtered, sorted, and paginated using the parameters below.

• Action
  List Locations

  Retrieve a list of locations. The list can be filtered, sorted, and paginated using the parameters below.

• Action
  List Orders

  List all orders.

• Action
  List Products

  Retrieve a list of products. The list can be filtered, sorted, and paginated using the body parameters below.

• Action
  List Product Variants

  Retrieve a list of product variants. The list can be filtered, sorted, and paginated using the body parameters below.

• Action
  Look Up Order Return Eligibility by Order Name

  Report per-line-item return eligibility for an order, by its order name, without starting a return.

• Action
  Process Return

  Process a return in Loop based on the return ID. Processing a return will archive it in Loop and

• Action
  Remove Cart Item

  Removes a specific item from the draft return's cart.

• Action
  Remove Line Items

  Remove one or more line items from an open return.

• Action
  Remove Returning Item

  Removes a specific item from the draft return's ReturningItems.

• Action
  Set Address

  Sets the return shipping address for the draft return.

• Action
  Set Credit Type

  Sets the credit type for the draft return.

• Action
  Set Customer

  Sets the customer information for the draft return.

• Action
  Set Processing Type

  Sets the processing type (`regular` or `instant`) of the draft return.

• Action
  Set Returning Item Return Type

  Sets the return type for a specific returning item.

• Action
  Submit Draft Return

  Submits the draft return.

• Action
  Unfinalize Items

  Reopens the returning items and cart items of the draft return for modification.

• Action
  Update Destination

  Update a destination.

• Action
  Upsert Inventory

  Upsert inventory details for a product variant by location. If the inventory exists, it will be updated; if it doesn't exist, it will be created.

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