--- title: "Connect Clio and Trustpilot - APIANT.ai" description: "When \"Matter Status Updated\" fires in Clio, your agent runs \"Add Review Tags\" in Trustpilot." canonical: "https://apiant.ai/connect/clio-to-trustpilot" --- # Connect Clio and Trustpilot When **Matter Status Updated** fires in [Clio](https://apiant.ai/connections/clio), your agent runs **Add Review Tags** in [Trustpilot](https://apiant.ai/connections/trustpilot), or **New Product Review** in Trustpilot 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 Trustpilot **2** triggers Trustpilot **17** 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 Trustpilot to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Trustpilot can do together ### From Clio to Trustpilot - When **Matter Status Updated** in Clio then **Add Review Tags** in Trustpilot - When **New Activity** in Clio then **Create Invitation** in Trustpilot ### From Trustpilot to Clio - When **New Product Review** in Trustpilot then **Create Company Contact** in Clio - When **New Service Review** in Trustpilot 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 Trustpilot ## Triggers and actions 10 triggers · 55 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 Product Review** Triggers when a customer writes a new product review. - Trigger **New Service Review** Triggers when a customer writes a new service review of your business. - Action **Add Review Tags** Adds tags to a service review, keeping its existing tags. - Action **Create Invitation** Sends a customer an email invitation to review your business on Trustpilot. - Action **Create Product Review Invitation Link** Creates a link that asks a customer to review the products they bought. - Action **Delete Invitation Data** Deletes stored invitation data for given customers, or everything older than a date, for privacy requests. - Action **Delete Review Reply** Deletes your reply to a service review. - Action **Find Business Unit** Finds a business unit by its domain, returning its ID, TrustScore and review count. - Action **Get Business Unit** Returns a business unit's public profile: its name, website, TrustScore and review count. - Action **Get Product Review** Returns one product review. - Action **Get Product Reviews Summary** Returns the average star rating and review counts for a product. - Action **Get Review Tags** Returns the tags on a service review. - Action **Get Service Review** Returns one service review, including private details such as the reviewer email and reference ID. - Action **List Invitation Templates** Returns the invitation email templates of a business unit. - Action **List Product Reviews** Returns the product reviews of a business unit, filtered by SKU, language or state. - Action **List Products** Returns the products in your Trustpilot product catalog. - Action **List Service Reviews** Returns the service reviews of a business unit, filtered by stars, language, date, tag or reply state. - Action **Remove Review Tag** Removes one tag from a service review. - Action **Reply to Review** Posts your public reply to a service review, or replaces the existing one. ## 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) - [ **Trustpilot** Trustpilot is the world's most powerful review platform, helping your business collect and easily manage...](https://apiant.ai/connections/trustpilot) Reviews ## What our customers say ## More from Clio - [ **Clio to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/clio-to-pandadoc) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into Trustpilot - [ **HubSpot to Trustpilot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trustpilot) - [ **Salesforce to Trustpilot** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trustpilot) - [ **Slack to Trustpilot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trustpilot) - [ **Google Sheets to Trustpilot** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trustpilot) - [ **Gmail to Trustpilot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trustpilot) - [ **Google Calendar to Trustpilot** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trustpilot) Questions ## Clio and Trustpilot, 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 Trustpilot when something happens in Clio? Any of Trustpilot's 17 actions, including Create Invitation, Create Product Review Invitation Link, Add Review Tags and Find Business Unit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trustpilot to Clio? Yes. When something happens in Trustpilot, your agent can act in Clio too. This page covers both directions: Trustpilot's triggers and Clio's actions are listed here as well. ### ### Do I have to build a connector for Clio or Trustpilot? 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. ### ### Can my AI client use Clio and Trustpilot without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.