Connect Clio and Microsoft Entra ID

Both apps 62Clio 46Microsoft Entra ID 16

• 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 Group

  Triggers when a new group is created in your Microsoft Entra ID directory.

• Trigger
  New User

  Triggers when a new user is created in your Microsoft Entra ID directory.

• Action
  Add User to Group

  Adds a user as a member of a group in your Microsoft Entra ID directory.

• Action
  Create Group

  Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory.

• Action
  Create User

  Creates a new user in your Microsoft Entra ID directory with a starting password.

• Action
  Delete Group

  Deletes a group from your Microsoft Entra ID directory.

• Action
  Delete User

  Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days.

• Action
  Disable User

  Disables an existing user's account so they can no longer sign in. The user and their data are kept.

• Action
  Find Group

  Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own.

• Action
  Find User

  Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches.

• Action
  Get Group

  Fetches a group by ID. An error occurs if the group is not found.

• Action
  Get User

  Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name.

• Action
  List Group Members

  Returns all direct members of a group: users, nested groups, devices and service principals.

• Action
  Remove User from Group

  Removes a user from a group in your Microsoft Entra ID directory.

• Action
  Update Group

  Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed.

• Action
  Update User

  Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed.

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