Connect Clio and OpenAI

Both apps 120Clio 46OpenAI 74

• 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 batch

  List your organization's batches.

• Trigger
  New file

  Returns a list of files.

• Trigger
  New model

  Lists the currently available models.

• Trigger
  New vector store

  Returns a list of vector stores.

• Trigger
  New video

  List recently generated videos for the current project.

• Action
  Cancel batch

  Cancels an in-progress batch.

• Action
  Cancel run

  Cancels a run that is in_progress.

• Action
  Cancel vector store file batch

  Cancel a vector store file batch.

• Action
  Content moderation

  Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.

• Action
  Count input tokens

  Returns input token counts of the request.

• Action
  Create assistant

  Create an assistant with a model and instructions.

• Action
  Create chat completion

  Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.

• Action
  Create completion

  Creates a completion for the provided prompt and parameters.

• Action
  Create embedding

  Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).

• Action
  Create message

  Create a message.

• Action
  Create run

  Create a run.

• Action
  Creates and executes a batch from an uploaded file of requests

  Creates and executes a batch from an uploaded file of requests

• Action
  Create thread

  Create a thread.

• Action
  Create thread and run

  Create a thread and run it in one request.

• Action
  Create vector store

  Create a vector store.

• Action
  Create vector store file

  Create a vector store file by attaching a File to a vector store.

• Action
  Create vector store file batch

  Create a vector store file batch.

• Action
  Create video edit job

  Create a new video generation job by editing a source or existing generated video.

• Action
  Create video extension

  Create an extension of a completed video.

• Action
  Create video generation job

  Create a new video generation job from a prompt and optional reference assets.

• Action
  Create video remix

  Create a remix of a completed video using a refreshed prompt.

• Action
  Delete assistant

  Delete an assistant.

• Action
  Delete eval run

  Delete an eval run.

• Action
  Delete file

  Delete a file and remove it from all vector stores.

• Action
  Delete message

  Deletes a message.

• Action
  Delete thread

  Delete a thread.

• Action
  Delete vector store

  Delete a vector store.

• Action
  Delete vector store file

  Delete a vector store file (removes from store, file itself not deleted).

• Action
  Delete video

  Permanently delete a completed or failed video and its stored assets.

• Action
  Download video content

  Download the generated video bytes or a derived preview asset.

• Action
  Edit image

  Creates an edited or extended image given one or more source images and a prompt.

• Action
  Generate image

  Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.

• Action
  Generate speech

  Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.

• Action
  Get assistant

  Retrieves an assistant.

• Action
  Get batch

  Retrieves a batch.

• Action
  Get file

  Returns information about a specific file.

• Action
  Get file content

  Returns the contents of the specified file.

• Action
  Get message

  Retrieve a message.

• Action
  Get model

  Retrieves a model instance.

• Action
  Get run

  Retrieves a run.

• Action
  Get run step

  Retrieves a run step.

• Action
  Get thread

  Retrieves a thread.

• Action
  Get vector store

  Retrieves a vector store.

• Action
  Get vector store file

  Retrieves a vector store file.

• Action
  Get vector store file batch

  Retrieves a vector store file batch.

• Action
  Get vector store file content

  Retrieve the parsed contents of a vector store file.

• Action
  Get video

  Fetch the latest metadata for a generated video.

• Action
  List conversation items

  List all items for a conversation with the given ID.

• Action
  List files

  Lists files that have been uploaded to your OpenAI account.

• Action
  List messages

  Returns a list of messages for a given thread.

• Action
  List models

  Lists the models currently available to your account.

• Action
  List runs

  Returns a list of runs belonging to a thread.

• Action
  List run steps

  Returns a list of run steps belonging to a run.

• Action
  List vector store file batch files

  Returns a list of vector store files in a batch.

• Action
  List vector store files

  Returns a list of vector store files.

• Action
  OpenAI agent message

  Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.

• Action
  Retrieve response

  Retrieves a previously created model response by its Response ID.

• Action
  Search vector store

  Search a vector store for relevant chunks based on a query and filter.

• Action
  Send model a message

  Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.

• Action
  Submit tool outputs to run

  Submit tool outputs when a run requires action.

• Action
  Transcribe audio

  Transcribes audio into the input language.

• Action
  Translate audio

  Translates audio into English.

• Action
  Update assistant

  Modifies an assistant.

• Action
  Update message

  Modifies a message.

• Action
  Update run

  Modifies a run.

• Action
  Update thread

  Modifies a thread.

• Action
  Update vector store

  Modifies a vector store.

• Action
  Update vector store file attributes

  Update attributes on a vector store file.

• Action
  Upload file

  Upload a file that can be used across various endpoints.

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