Connect Clio and RepairShopr

Both apps 79Clio 46RepairShopr 33

• 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 Customer

  Triggers when a new customer is created in RepairShopr.

• Trigger
  New Invoice

  Triggers when a new invoice is created in RepairShopr.

• Trigger
  New Payment

  Triggers when a new payment is recorded in RepairShopr.

• Trigger
  New Ticket

  Triggers when a new ticket is created in RepairShopr.

• Trigger
  Ticket Resolved

  Triggers when a ticket is marked Resolved in RepairShopr.

• Trigger
  Ticket Status Changed

  Triggers when a ticket's status changes (for example from New to In Progress or Resolved).

• Action
  Add appointment

  Creates an appointment in RepairShopr, optionally linked to a customer, ticket and assigned users.

• Action
  Add contact

  Creates a contact under an existing RepairShopr customer, with name, address, email, phone and notes.

• Action
  Add estimate

  Creates an estimate for a customer in RepairShopr, optionally with line items.

• Action
  Add invoice

  Creates an invoice for a customer in RepairShopr, optionally with line items.

• Action
  Add payment

  Records a payment against a RepairShopr customer's invoice or invoices.

• Action
  Add product

  Creates a product in your RepairShopr inventory with its name, description, pricing and stock settings.

• Action
  Add ticket comment

  Adds a comment to a RepairShopr ticket, optionally hidden from the customer or sent by SMS.

• Action
  Create Customer

  Creates a new customer in RepairShopr with their name, business, contact details, address and notification preferences.

• Action
  Create Lead

  Creates a new lead in RepairShopr with the contact details and ticket information you provide.

• Action
  Create Ticket

  Creates a ticket for a customer in RepairShopr and returns the new ticket.

• Action
  Delete customer

  Deletes a customer from your RepairShopr account.

• Action
  Find Customer

  Searches RepairShopr customers by text, email, name, business name or ID and returns the matching customers.

• Action
  Find Ticket

  Finds tickets matching a search query, ticket number, customer, status or other criteria.

• Action
  Get customer

  Returns a single RepairShopr customer by its ID, including contact details, address, custom properties and contacts.

• Action
  Get invoice

  Returns one invoice, with its line items, payments and customer, by its ID or invoice number.

• Action
  Get payment

  Returns a single payment by its ID, including amount, method, applied invoices and the paying customer.

• Action
  Get ticket

  Returns a single RepairShopr ticket by its ID, including its customer, comments, line items and custom ticket fields.

• Action
  List contacts

  Returns the contacts in your RepairShopr account, optionally only those belonging to one customer.

• Action
  List invoices

  Returns a list of invoices, optionally filtered by paid status, ticket, or last update date.

• Action
  List products

  Returns the products in your RepairShopr inventory, optionally filtered by SKU, name, UPC code, category or a search query.

• Action
  Log Call

  Logs a phone call in RepairShopr's caller ID feed for a phone number and returns the matching customer's name and open ticket status.

• Action
  Update contact

  Updates an existing contact on a RepairShopr customer, such as their name, address, email or phone numbers.

• Action
  Update customer

  Updates an existing customer's details in RepairShopr. Only the fields you fill in are changed.

• Action
  Update invoice

  Updates an existing invoice's details, such as its customer, dates, PO number or note.

• Action
  Update lead

  Updates an existing lead in RepairShopr. Only the fields you fill in are changed.

• Action
  Update product

  Updates an existing product in RepairShopr, such as its name, pricing, stock settings or categories.

• Action
  Update Ticket

  Updates an existing ticket's details such as subject, status, due date, assigned technician and custom properties, and optionally adds comments.

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