Create integrations between Clio and EKM
Create Customer in Ekm when New Matter in Clio
Create Product in Ekm when New Matter in Clio
Update Product in Ekm when New Matter in Clio
Update Product Variant in Ekm when New Matter in Clio
Create Customer in Ekm when New Activity in Clio
Create Product in Ekm when New Activity in Clio
Update Product in Ekm when New Activity in Clio
Update Product Variant in Ekm when New Activity in Clio
Create Customer in Ekm when Bill State Updated in Clio
Create Product in Ekm when Bill State Updated in Clio
Actions and Triggers
When this happensTriggers
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
Bill State Updated
Triggers when the state of bill has changed
New Bill
Triggers when a new bill is created
New Calender Entry
Triggers when a new calender entry is created
New Communication
Triggers when a new communication is created
Do thisActions
Find a User
Find a user by name
Create Matter Note
Creates a new matter note.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Update Product Variant
Modify the details of an existing product variant.
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Frequently Asked Questions
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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