Connect Clio and Paystack

Both apps 74Clio 46Paystack 28

• 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
  Abandoned Transaction

  Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.

• Trigger
  Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Chargeback

  Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.

• Trigger
  New Invoice

  Triggered when a new invoice (payment request) is created in Paystack.

• Trigger
  New Order

  Triggered when a new order is created on your Paystack storefronts or products.

• Trigger
  New Payment Page Transaction

  Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.

• Trigger
  New Refund

  Triggered when a new refund is created in your Paystack account.

• Trigger
  New Subscription

  Triggers when a new subscription is created on your Paystack integration.

• Trigger
  New Transaction

  Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.

• Trigger
  New Transfer

  Triggered when a new transfer is created on your Paystack business.

• Trigger
  Subsciption Renewal

  Triggers when a subscription renews, meaning a further payment has been made after its first one.

• Action
  Add Product

  Creates a new product on your Paystack integration and returns the created product.

• Action
  Cancel Subscription

  Cancels an active Paystack subscription so the customer is no longer charged on renewal.

• Action
  Check Terminal Status

  Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.

• Action
  Create Refund

  Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.

• Action
  Create Subscription

  Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.

• Action
  Create Virtual Terminal

  Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.

• Action
  Find Customer

  Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.

• Action
  Find Order

  Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.

• Action
  Find Transaction

  Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.

• Action
  Find Transfer

  Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.

• Action
  Get Customer Totals

  Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.

• Action
  Initialize Transaction

  Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.

• Action
  Initiate a Direct Debit Request

  Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.

• Action
  Remove Phone Number From Virtual Terminal

  Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.

• Action
  Resolve Account Number

  Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.

• Action
  Send Simple Invoice

  Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.

• Action
  Share Link for Updating Subscription Card

  Returns a link you can share with a customer so they can update the card on their subscription.

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