Connect Clio to ManyRequests

Both apps 73Clio 46ManyRequests 27

• 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

  Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft.

• Action
  Add organization

  Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added.

• Action
  Add organization member

  Adds a member to an organization, creating a new client user if no user with that email exists yet.

• Action
  Add subscription to organization

  Adds a recurring service subscription to a client organization and returns the new subscription.

• Action
  Add time entry

  Logs time worked on a request for a team member, from a start time to an end time.

• Action
  Cancel Client Subscription

  Cancels an active recurring service subscription belonging to a client organization.

• Action
  Create Client

  Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization.

• Action
  Create Comment

  Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery.

• Action
  Create organization brand

  Creates a new brand within an organization.

• Action
  Create Request

  Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags.

• Action
  Delete client

  Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted.

• Action
  Delete organization

  Deletes an organization and all of its members from your ManyRequests portal.

• Action
  Delete request

  Deletes a request in ManyRequests.

• Action
  Find Comments for Request

  Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments.

• Action
  Find Organization

  Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status.

• Action
  Find Request

  Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number.

• Action
  Get client

  Returns a single client by ID, including their name, email and organization.

• Action
  Get invoice

  Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway.

• Action
  Get organization

  Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found.

• Action
  Get request

  Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields.

• Action
  List clients

  Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting.

• Action
  List services

  Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status.

• Action
  List team members

  Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role.

• Action
  Update client

  Updates a client's name and/or email address.

• Action
  Update organization

  Updates the name of an existing organization and returns the updated organization.

• Action
  Update Request

  Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields.

• Action
  Update Request Status

  Moves a ManyRequests request to a different status.

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