Connect Clio and Personio

Both apps 73Clio 46Personio 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
  Employee Updated

  Triggers when an employee is updated.

• Trigger
  Employment Updated

  Triggers when one or more Employment details of a Person are updated

• Trigger
  New Absence

  Triggers when a new absence is created.

• Trigger
  New Candidate

  Fires when a new recruiting candidate is added in Personio.

• Trigger
  New Employee

  Triggers when a new employee is created.

• Trigger
  New Employment Created

  Triggers when one or more Employment details of a Person are created

• Trigger
  New Open Position

  Triggers when a new open position is created.

• Action
  Add project

  /v2/projects - create a project.

• Action
  Create Absence

  Creates a new absence.

• Action
  Create Attendance

  Creates a new attendance.

• Action
  Create Employee

  Creates a new employee.

• Action
  Delete absence

  /v2/absence-periods/{id} - delete an absence period.

• Action
  Delete attendance

  /v2/attendance-periods/{id} - delete an attendance period.

• Action
  Delete person

  /v2/persons/{id} - delete a person.

• Action
  Find Absence

  Finds an absence by employee ID.

• Action
  Find Employee

  Finds a employee based on email.

• Action
  Find Person

  Finds a person by their Personio ID, name, last name and email, optionally including their absence information.

• Action
  Get Employment

  Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates.

• Action
  List absence types

  /v2/absence-types - list absence types.

• Action
  List Compensations

  Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record.

• Action
  List legal entities

  /v2/legal-entities - list legal entities.

• Action
  List org units

  /v2/org-units - list org units.

• Action
  List projects

  /v2/projects - list projects.

• Action
  Update absence

  /v2/absence-periods/{id} - update an absence period.

• Action
  Update Attendance

  Updates an existing attendance.

• Action
  Update Employee

  Updates an existing employee.

• Action
  Update Employment

  updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook.

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