Connect Clio and Mojo Helpdesk

Both apps 73Clio 46Mojo Helpdesk 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.

• Trigger
  New Ticket

  Triggers when a new ticket is created in Mojo Helpdesk.

• Trigger
  New Ticket With Due On

  Triggers when a new Mojo Helpdesk ticket that has a due date is created.

• Trigger
  New Ticket With Scheduled On

  Triggers when a new Mojo Helpdesk ticket that has a scheduled date is created.

• Trigger
  New User

  Triggers when a new user is created in Mojo Helpdesk.

• Action
  Add asset

  Creates a new asset in Mojo Helpdesk Asset Management and returns the created asset.

• Action
  Add Comment to Ticket

  Adds a public comment to a Mojo Helpdesk ticket.

• Action
  Add Staff Note to Ticket

  Adds an internal staff-only note to a Mojo Helpdesk ticket.

• Action
  Add Tag to Ticket

  Adds a tag to a Mojo Helpdesk ticket, creating the tag if it does not exist.

• Action
  Add task to ticket

  Creates a task on a ticket, with optional notes, due date, assignee and completion status.

• Action
  Create Ticket

  Creates a new ticket in Mojo Helpdesk and returns it.

• Action
  Create User

  Creates a new user in Mojo Helpdesk.

• Action
  Delete ticket

  Permanently deletes a ticket, including its comments and attachments.

• Action
  Delete user

  Permanently deletes a user from Mojo Helpdesk. This cannot be undone.

• Action
  Find assets by criteria

  Returns the assets that match a search query, such as a name, tag, serial number, location or assigned user.

• Action
  Find User by Email

  Finds a Mojo Helpdesk user by email address.

• Action
  Get asset

  Returns the details of a single asset, including its status, location, assigned users and attached files.

• Action
  Get Ticket

  Returns one Mojo Helpdesk ticket by its ID, including title, description, status, priority and assignee.

• Action
  Get User

  Returns one Mojo Helpdesk user by ID.

• Action
  List comments

  Returns the comments on a Mojo Helpdesk ticket, including staff notes.

• Action
  List ticket queues

  Returns the ticket queues in your Mojo Helpdesk account, with each queue's id, name and email settings.

• Action
  List tickets

  Returns the tickets in your Mojo Helpdesk, sorted by the field and order you choose.

• Action
  List users

  Returns the users (end users and agents) in your Mojo Helpdesk account.

• Action
  Remove tag from ticket

  Removes a tag from a ticket, identified by the tag's ID or label, and returns the ticket's remaining tags.

• Action
  Search Tickets

  Finds Mojo Helpdesk tickets matching a search query (same syntax as the web app's advanced search).

• Action
  Update asset

  Updates an existing asset in Mojo Helpdesk, changing only the fields you supply.

• Action
  Update Ticket

  Updates an existing Mojo Helpdesk ticket; only the fields you supply change.

• Action
  Update User

  Updates a Mojo Helpdesk user's details; only the fields you supply change (email cannot be changed here).

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