Connect Clio to Synthflow AI

Both apps 71Clio 46Synthflow AI 25

• 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
  Attach Action

  Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.

• Action
  Create Assistant

  Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.

• Action
  Create Booking Calcom Action

  Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.

• Action
  Create Booking GHL Action

  Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.

• Action
  Create Call

  Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.

• Action
  Create Information Extractor Open Question Action

  Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.

• Action
  Create Information Extractor Single Choice Action

  Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.

• Action
  Create Information Extractor Yes No Action

  Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.

• Action
  Create SMS Action

  Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.

• Action
  Create Transfer Call Action

  Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.

• Action
  Delete Action

  Deletes an action from your Synthflow account by its ID.

• Action
  Delete Assistant

  Deletes a Synthflow agent (assistant) by its ID.

• Action
  Detach Action

  Detaches one or more actions from a Synthflow agent so the agent can no longer use them.

• Action
  Get Action

  Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.

• Action
  Get Assistant

  Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.

• Action
  Get Call

  Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.

• Action
  List Actions

  Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.

• Action
  Text - Generate Response

  Sends a text message to an agent in an existing chat session and returns the response the agent generates.

• Action
  Update Assistant

  Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.

• Action
  Update Booking Calcom Action

  Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.

• Action
  Update Booking GHL Action

  Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.

• Action
  Update Information Extractor Open Question Action

  Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.

• Action
  Update Information Extractor Single Choice Action

  Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.

• Action
  Update Information Extractor Yes No Action

  Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.

• Action
  Update SMS Action

  Updates the name, message text or sending instructions of an existing SMS action.

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