# Connect Clio and Pipedream When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Create project** in [Pipedream](https://apiant.ai/connections/pipedream), or **New account** in Pipedream to **Create Company Contact** in Clio. Describe the whole flow and it is built, tested on every scenario and kept running. Clio **8** triggers Clio **38** actions Pipedream **2** triggers Pipedream **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clio and Pipedream to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clio and Pipedream can do together ### From Clio to Pipedream - When **Matter Status Updated** in Clio then **Create project** in Pipedream - When **New Activity** in Clio then **Update project** in Pipedream ### From Pipedream to Clio - When **New account** in Pipedream then **Create Company Contact** in Clio - When **New project** in Pipedream then **Create Person Contact** in Clio Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clio and Pipedream ## Triggers and actions 10 triggers · 72 actions - 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 account** Fires when a new app account appears in the project. - Trigger **New project** Fires when a new project is created in the workspace. - Action **Create account** Connect an app account on behalf of an end user. - Action **Create connect token** Create a short-lived token that lets an end user connect an account. - Action **Create project** Create a new project in your Pipedream workspace. - Action **Delete account** Disconnect and remove a single connected account. - Action **Delete deployed trigger** Remove a deployed trigger so it stops emitting events. - Action **Delete project** Permanently remove a project from your workspace. - Action **Delete user** Remove an end user and all of their connected accounts. - Action **Deploy trigger** Deploy a trigger for an end user so it starts emitting events. - Action **Get account** Retrieve the details of a single connected account. - Action **Get action** Retrieve the definition of a single action. - Action **Get app** Retrieve the details of a single app in Pipedream's catalog. - Action **Get component** Retrieve the definition of a single component. - Action **Get deployed trigger** Retrieve the details of a single deployed trigger. - Action **Get project** Retrieve the details of a single project. - Action **Get trigger** Retrieve the definition of a single trigger. - Action **List accounts** List the app accounts your end users have connected in a project. - Action **List accounts for user** List the accounts a specific end user has connected. - Action **List actions** Browse the actions available to run for a project's apps. - Action **List apps** Browse the apps available in Pipedream's integration catalog. - Action **List components** Browse the components available in a project. - Action **List deployed triggers** List the triggers currently deployed in a project. - Action **List projects** List the projects in your Pipedream workspace. - Action **List trigger events** Retrieve the recent events emitted by a deployed trigger. - Action **List triggers** Browse the triggers available to deploy for a project's apps. - Action **List users** List the end users who have connected accounts in a project. - Action **Proxy GET request** Send an authenticated GET request to a connected app's API on behalf of an end user. - Action **Proxy PATCH request** Send an authenticated PATCH request to a connected app's API on behalf of an end user. - Action **Proxy POST request** Send an authenticated POST request to a connected app's API on behalf of an end user. - Action **Proxy PUT request** Send an authenticated PUT request to a connected app's API on behalf of an end user. - Action **Run action** Run an app action on behalf of an end user and return its result. - Action **Set trigger webhook** Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to. - Action **Update deployed trigger** Change the configuration of a deployed trigger. - Action **Update project** Change the name or settings of an existing project. - Action **Validate connect token** Check whether a Connect token is still valid. ## Each app on its own - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) - [ **Pipedream** Pipedream is a workflow automation and integration platform.](https://apiant.ai/connections/pipedream) Reviews ## What our customers say ## More from Clio - [ **Clio to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clio-to-hubspot) - [ **Clio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clio-to-salesforce) - [ **Clio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clio-to-slack) - [ **Clio to Google Sheets** Google Sheets](https://apiant.ai/connect/clio-to-google-sheets) - [ **Clio to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clio-to-gmail) - [ **Clio to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clio-to-google-calendar) ## More into Pipedream - [ **Stripe to Pipedream** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedream) - [ **Instagram to Pipedream** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-pipedream) - [ **HubSpot to Pipedream** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedream) - [ **Google Sheets to Pipedream** Google Sheets](https://apiant.ai/connect/google-sheets-to-pipedream) - [ **Google Calendar to Pipedream** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipedream) - [ **Google Drive to Pipedream** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipedream) Questions ## Clio and Pipedream, answered ### ### What can start an automation from Clio? Any of Clio's 8 triggers in the catalog, including Matter Status Updated, New Activity, New Calendar Entry and New Communication. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipedream when something happens in Clio? Any of Pipedream's 34 actions, including Create account, Create connect token, Create project and Update deployed trigger. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipedream to Clio? Yes. When something happens in Pipedream, your agent can act in Clio too. This page covers both directions: Pipedream's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Pipedream? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.