Connect Clio to Responder Live (רב מסר)

Both apps 61Clio 46Responder Live (רב מסר) 15

• 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.

• Action
  Add list

  Creates a new subscriber list in the Responder account.

• Action
  Add personal field

  Creates a new personal (custom) field on the account or on a specific list.

• Action
  Add tag to subscriber

  Adds one or more tags, by name, to an existing subscriber.

• Action
  Add unwanted email

  Adds an email address to the account's unwanted list so it no longer receives mailings.

• Action
  Create Subscriber

  Creates a new subscriber in one or more of your Responder lists.

• Action
  Delete subscriber

  Removes a subscriber from the Responder account.

• Action
  Delete tag from subscriber

  Removes a tag from a subscriber in Responder.

• Action
  Get list

  Returns a single Responder list by its ID, including its name, public name, sender and settings.

• Action
  List lists

  Returns all mailing lists in the Responder account, with each list's name, settings and subscriber count.

• Action
  List personal fields

  Returns the account-level personal fields defined in Responder, with their type, position and select options.

• Action
  List subscribers

  Returns the subscribers of a Responder list, with their contact details, status and personal field values.

• Action
  List tags

  Returns all subscriber tags defined in the Responder account.

• Action
  Unsubscribe subscriber

  Marks a subscriber as unsubscribed, identified by subscriber ID, email address or phone number.

• Action
  Update personal field

  Updates an existing personal field's name, type, visibility, position, default value or options.

• Action
  Update subscriber

  Updates an existing subscriber's name, email, phone, personal fields, tags and subscription status.

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