Connect Clio and Outline

Both apps 81Clio 46Outline 35

• 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 Collection

  Triggers when a new collection is created in Outline.

• Trigger
  New Comment

  Triggers when a new comment is added in Outline, optionally on one document or collection.

• Trigger
  New Document

  Triggers when a new document is published in Outline, optionally within one collection.

• Action
  Add group

  Creates a new group in Outline that can be used to organize users and grant collection access.

• Action
  Add group member

  Adds a user to a group in Outline, optionally as a group admin.

• Action
  Add share

  Creates a share link for an Outline document or collection, returning the share's URL and settings.

• Action
  Archive Document

  Archives an Outline document so it leaves the active collection.

• Action
  Create Collection

  Creates a collection in Outline to group documents.

• Action
  Create Document

  Creates a document in an Outline collection and returns its ID and link.

• Action
  Delete Collection

  Deletes an Outline collection and all of its documents.

• Action
  Delete comment

  Deletes a comment, including all of its replies when it is a top-level comment.

• Action
  Delete Document

  Deletes an Outline document, moving it to trash or removing it permanently.

• Action
  Delete group

  Deletes a group. Its members lose access to any collections the group had been added to.

• Action
  Duplicate document

  Duplicates an existing document, optionally with its child documents, into the same or another collection.

• Action
  Find documents by title

  Returns documents whose titles match the search keywords you provide.

• Action
  Get Collection

  Returns an Outline collection's name, description and link.

• Action
  Get comment

  Returns a single comment on an Outline document, including its author, document and resolution status.

• Action
  Get Document

  Returns an Outline document with its title and Markdown text.

• Action
  Get group

  Returns a group's details, including its name, description and member count.

• Action
  Get User

  Returns an Outline user's name, email and role.

• Action
  Invite users

  Invites one or more people to join the Outline workspace by email, with a chosen role for each.

• Action
  List Collections

  Lists the collections in the Outline workspace.

• Action
  List comments

  Returns comments in your Outline workspace, optionally limited to one document or collection.

• Action
  List Documents

  Lists Outline documents, most recently updated first, optionally within one collection.

• Action
  List groups

  Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.

• Action
  List revisions

  Returns the revision history of an Outline document, newest snapshots with who created them and when.

• Action
  List Users

  Lists users in the Outline workspace, optionally filtered by name or email.

• Action
  Move document

  Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.

• Action
  Restore document

  Restores an archived or deleted document, optionally to a previous revision or into a different collection.

• Action
  Search Documents

  Searches Outline documents by keyword and returns matching documents with a context snippet.

• Action
  Update Collection

  Updates an Outline collection's name, description or color.

• Action
  Update comment

  Updates the body of an existing comment on an Outline document.

• Action
  Update Document

  Updates the title or text of an Outline document.

• Action
  Update group

  Updates an existing group's name, icon or color in Outline.

• Action
  Update user

  Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.

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