--- title: "Connect Memberful to Clio - APIANT.ai" description: "When \"Custom Fields Updated\" fires in Memberful, your agent runs \"Create Company Contact\" in Clio." canonical: "https://apiant.ai/connect/memberful-to-clio" --- # Connect Memberful to Clio When **Custom Fields Updated** fires in [Memberful](https://apiant.ai/connections/memberful), your agent runs **Create Company Contact** in [Clio](https://apiant.ai/connections/clio). Describe the whole flow and it is built, tested on every scenario and kept running. Memberful **11** triggers Clio **8** triggers Clio **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Memberful and Clio 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 Memberful can start in Clio - When **Custom Fields Updated** in Memberful then **Create Company Contact** in Clio - When **Member Updated** in Memberful 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 Memberful and Clio ## Triggers and actions 19 triggers ยท 38 actions - Trigger **Custom Fields Updated** Triggers when a member updates their custom fields. - Trigger **Member Deleted** Triggers when a member is deleted. - Trigger **Member Updated** Triggers when a member's profile information is updated. - Trigger **New Member** Triggers when a new member account is created. - Trigger **Order Purchased** Triggers when a member completes an order or when staff manually adds a new order. Not sent for subscription renewal orders. - Trigger **Order Refunded** Triggers when an order is refunded. - Trigger **Subscription Created** Triggers when a member's subscription is created. - Trigger **Subscription Reactivated** Triggers when a member renews an inactive subscription and it becomes active again. - Trigger **Subscription Renewed** Triggers when a member's subscription is renewed. - Trigger **Subscription Updated** Triggers when a member's subscription is updated. - Trigger **Tax ID Updated** Triggers when a member adds, changes or removes their tax ID. - 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. ## Each app on its own - [ **Memberful** Memberful makes it easy to sell memberships to your audience.](https://apiant.ai/connections/memberful) - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) Reviews ## What our customers say ## More from Memberful - [ **Memberful to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/memberful-to-shopify) - [ **Memberful to Chartimagegenerator** Edge-rendered chart image API that converts Chart.js configurations into cached PNG/SVG images.](https://apiant.ai/connect/memberful-to-chartimagegenerator) - [ **Memberful to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/memberful-to-hubspot) - [ **Memberful to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/memberful-to-salesforce) - [ **Memberful to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/memberful-to-slack) - [ **Memberful to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/memberful-to-google-sheets) ## More into Clio - [ **capture to Clio** capture is a service that is your AI's long-term memory.](https://apiant.ai/connect/capture-to-clio) - [ **ActiveCampaign to Clio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clio) - [ **Airtable to Clio** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clio) - [ **Asana to Clio** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clio) - [ **ClickUp to Clio** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clio) - [ **Brevo to Clio** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clio) Questions ## Memberful and Clio, answered ### ### What can start an automation from Memberful? Any of Memberful's 11 triggers in the catalog, including Custom Fields Updated, Member Updated, New Member and Subscription Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clio when something happens in Memberful? Any of Clio's 38 actions, including Create Calendar Entry, Create Communication, Create Company Contact and Create Expense Entry (Activity). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clio to Memberful? Clio has no triggers in the catalog today, so automations start in Memberful. If you need the other direction, ask: your agent reads Clio's API documentation and adds it. ### ### Do I have to build a connector for Memberful or Clio? 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 Memberful and Clio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Clio 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.