Integration
Connect Clio to Maildroppa
When Matter Status Updated fires in Clio, your agent runs Add or Update Subscriber Field (By Email) in Maildroppa. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clio and Maildroppa to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Clio can start in Maildroppa
When Matter Status Updated in Clio
then Add or Update Subscriber Field (By Email) in Maildroppa
When New Activity in Clio
then Add or Update Subscriber Field (By Subscriber ID) in Maildroppa
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Clio and Maildroppa
Triggers and actions 8 triggers · 69 actions
Trigger
Matter Status UpdatedTriggers when the status of a matter has changed.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar EntryTriggers when a new calendar entry is created.
Trigger
New CommunicationTriggers when a new communication is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New MatterTriggers when a new matter is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Task Status UpdatedTriggers when the status of a task has changed.
Action
Create Calendar EntryCreates a new calendar entry.
Action
Create CommunicationCreates a new communication.
Action
Create Company ContactCreates a company contact.
Action
Create Expense Entry (Activity)Creates a new expense entry.
Action
Create MatterAdds a new matter to Clio Manage.
Action
Create Matter FolderCreates a new folder in a matter.
Action
Create Matter NoteCreates a new matter note.
Action
Create Person ContactCreates a person contact.
Action
Create TaskCreates a new task.
Action
Create Time Entry (Activity)Creates a new time entry.
Action
Delete activityDelete an activity.
Action
Delete calendar entryDelete a calendar entry.
Action
Delete contactDelete a contact.
Action
Delete matterDelete a matter.
Action
Delete taskDelete a task.
Action
Find Company ContactReturns the company contacts that match the search text.
Action
Find MatterReturns the matters that match the specified search text and optional filters
Action
Find Newest Matter by Client EmailReturns the most recently created matter for the client with the given email address.
Action
Find Person ContactFind 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 UserFind a user by name.
Action
Get activityFetches an activity (time or expense entry) by ID. An error occurs if the activity is not found.
Action
Get calendar entryReturns one calendar entry by id, including summary, start and end times.
Action
Get communicationReturns one communication by id.
Action
Get contactRetrieve a contact (person or company) by id.
Action
Get documentRetrieve document metadata by id.
Action
Get matterRetrieve a matter by id.
Action
Get taskRetrieve a task by id.
Action
List activitiesList all activities.
Action
List contactsList all contacts.
Action
List practice areasList practice areas.
Action
List tasksList all tasks.
Action
List usersList firm users.
Action
Update activityUpdate an activity.
Action
Update calendar entryUpdate a calendar entry.
Action
Update MatterUpdate an existing matter.
Action
Update Person ContactUpdates an existing person contact.
Action
Update TaskUpdates a task.
Action
Upload Document to MatterUploads a file from a URL into a Clio matter's documents and marks it fully uploaded.
Action
Add or Update Subscriber Field (By Email)Sets (replaces) one custom field value on the subscriber with the given email address.
Action
Add or Update Subscriber Field (By Subscriber ID)Sets or replaces one custom field value on a subscriber identified by subscriber ID.
Action
Assign Subscriber Tag (By Email)Assigns a customer tag to the subscriber with the given email address.
Action
Assign Subscriber Tag (By Subscriber ID)Assigns one of your active customer tags to a subscriber, identified by subscriber ID. Assigning a tag the subscriber already has does nothing.
Action
Count Subscribers (Filtered)Returns the number of subscribers matching a set of segment conditions, optionally limited to one subscriber status.
Action
Create Field TypeCreates a custom subscriber field in Maildroppa, such as a text, number, date or choice field.
Action
Create SegmentCreates a subscriber segment in Maildroppa from a set of field, tag, topic, segment or purchase conditions.
Action
Create TagCreates a new tag in Maildroppa that can be assigned to subscribers and used in segments.
Action
Delete All Subscribers (Optionally by Status)Deletes all subscribers in the account, optionally only those with a given status. Deletion runs in the background.
Action
Delete Field TypeArchives a customer-created subscriber field so it is no longer active.
Action
Delete SegmentDeletes a segment from your Maildroppa account. Segments still in use cannot be deleted.
Action
Delete Subscriber by EmailDeletes a subscriber from your Maildroppa audience, identified by their email address.
Action
Delete Subscriber by IDDeletes a single subscriber from your Maildroppa account by their subscriber ID.
Action
Delete Subscriber Field (By Email)Clears the value of one subscriber field for the subscriber with the given email address.
Action
Delete Subscriber Field (By Subscriber ID)Clears the value of one subscriber field for the subscriber with the given ID.
Action
Delete Subscribers (Bulk)Deletes several Maildroppa subscribers at once by their subscriber IDs.
Action
Delete Subscriber Tag (By Email)Removes a customer tag from the subscriber with the given email address.
Action
Delete Subscriber Tag (By Subscriber ID)Removes a tag from a subscriber identified by their subscriber ID.
Action
Delete TagDeletes (archives) a customer tag in Maildroppa so it can no longer be assigned. An archived tag can be restored later.
Action
Find Subscriber by EmailFinds a subscriber by their exact email address and returns their details.
Action
Get Segment by IDReturns one Maildroppa segment by its ID, including its name and filter conditions.
Action
Get Subscriber by IDReturns a subscriber by ID, including field values, tags, status and registration details.
Action
List Field Types (Paged)Returns all subscriber fields in the Maildroppa account, both built-in and custom, including field types and choice options.
Action
List Filtered Subscribers (Paged)Returns one page of subscribers matching a filter of field, tag, topic, segment or purchase conditions.
Action
List TagsReturns the tags in your Maildroppa account, including system-managed tags, optionally with archived ones.
Action
Request Double Opt‑InStarts double opt-in for a new subscriber by sending them a confirmation email. Their profile, tags and topics are applied once they confirm.
Action
Update Field TypeUpdates a custom subscriber field's label, required flag, internal visibility, position and choice options.
Action
Update SegmentReplaces a segment's name and rules in Maildroppa.
Action
Update SubscriberUpdates a subscriber's email, first name, status, custom field values and tags. Values left blank keep the subscriber's current data.
Action
Update Subscriber EmailChanges the email address of an existing Maildroppa subscriber.
Action
Update TagRenames an existing customer tag in Maildroppa and returns the updated tag.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Clio
Clio to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clio to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clio to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clio to Google SheetsGoogle Sheets
Clio to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clio to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Maildroppa
HubSpot to MaildroppaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MaildroppaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MaildroppaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to MaildroppaGoogle Sheets
Gmail to MaildroppaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MaildroppaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Clio and Maildroppa, answered
What can start an automation from Clio?
Any of Clio's 8 triggers in the catalog, including Matter Status Updated, New Activity, New Calendar Entry and New Communication. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Maildroppa when something happens in Clio?
Any of Maildroppa's 31 actions, including Create Field Type, Create Segment, Create Tag and Update Field Type. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Maildroppa to Clio?
Maildroppa has no triggers in the catalog today, so automations start in Clio. If you need the other direction, ask: your agent reads Maildroppa's API documentation and adds it.
Do I have to build a connector for Clio or Maildroppa?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Clio and Maildroppa without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.