Connect Clio to Mamo Business

Both apps 71Clio 46Mamo Business 25

• 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.

• Action
  Add invoice

  Creates an invoice and emails it to your customer with a link to pay it online. Returns the invoice's id, status and payment link.

• Action
  Add recipient

  Adds a new recipient, a person or business with bank details that you can send payouts to. Returns the new recipient's id.

• Action
  Add subscription

  Creates a subscription, the billing schedule a payment link follows. Attach the returned identifier to a payment link so that customers can subscribe.

• Action
  Cancel subscription

  Cancels a subscription for everyone: deactivates its payment link so no one new can subscribe and unsubscribes every active subscriber so no further charges are made. Mamo emails the affected customers and you.

• Action
  Capture payment

  Captures a payment that is on hold, for its full amount or less, so the money is taken from the customer's card. Returns the updated payment.

• Action
  Create Payment Link

  Creates a hosted payment link and returns its id and the payment URL to send to a customer. The link can take a one-off payment, be reused up to a set capacity, or bill on a subscription schedule.

• Action
  Create Payout

  Sends one AED payout to a UAE bank account, using either a saved recipient or bank details you enter. Returns the created payout and its status.

• Action
  Delete payment link

  Permanently deletes a payment link so it stops accepting payments. Payments already made on the link are kept.

• Action
  Delete recipient

  Deletes a recipient so it can no longer be paid and no longer appears in your recipients list.

• Action
  Find subscribers

  Returns the customers subscribed to a subscription, newest first, with each subscriber's status, customer details, payment count, total paid and next payment date.

• Action
  Get account balances

  Returns the balances of your business's Mamo accounts, with the currency, amount and type of each wallet.

• Action
  Get business info

  Returns the business that owns the connected Mamo account: its name, payment URL tag, website and account status.

• Action
  Get dispute

  Returns the dispute (chargeback) raised on one payment, including its status, reason, amount and response deadline, along with the disputed payment's details.

• Action
  Get payment

  Returns one payment by its ID, with its status, amounts, fees, card details, customer details, and any refunds issued against it.

• Action
  Get payment link

  Returns one payment link by its ID, including its settings, status, payment URL and the payments made on it. Deleted links can still be fetched and show as inactive.

• Action
  Get payout

  Returns one payout by its ID, with the recipient's name and account, the amount and currency, the reason and the current status.

• Action
  Get recipient

  Returns one recipient by its ID, including its contact, address and bank account details.

• Action
  List disputes

  Returns the disputes (chargebacks) raised against your business's payments, newest first, each with its payment details, dispute status, reason, amount and response deadline.

• Action
  List payment links

  Returns your business's payment links, newest first, including deleted links, which show as inactive.

• Action
  List payments

  Returns the payments made to your business, newest first, optionally narrowed to a date range or a single payment link.

• Action
  List payouts

  Returns every payout your business has issued, both local and international, with each payout's recipient, amount and current status.

• Action
  List recipients

  Returns your business's payout recipients, newest first, including their bank and address details.

• Action
  Refund payment

  Refunds a captured payment in full or in part. Returns the refund's current status and the total refunded on the payment so far.

• Action
  Update payment link

  Changes the settings of an existing payment link, such as its title, amount, return URLs, capacity or checkout options, and returns the updated link. Payments already made on the link are not affected.

• Action
  Update recipient

  Updates an existing recipient's details, such as their name, email, address or bank account, and returns the updated recipient. Only the fields you fill in are changed.

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