Connect Clio and Hex

Both apps 72Clio 46Hex 26

• 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
  List Groups

  Triggers when a group is found in your Hex workspace.

• Trigger
  List Projects

  Triggers when a project is found in your Hex workspace.

• Trigger
  List Users

  Triggers when a user is found in your Hex workspace.

• Trigger
  New Project Run

  Triggers when a new API-triggered run appears for a Hex project.

• Action
  Add Collection

  Create a new collection.

• Action
  Create Embed URL

  Creates a presigned URL to embed a published Hex project.

• Action
  Create Group

  Creates a new group in your Hex workspace.

• Action
  Create Project

  Creates a new Hex project.

• Action
  Deactivate User

  Deactivate a workspace user.

• Action
  Delete Cell

  Delete a cell.

• Action
  Delete Group

  Delete a group.

• Action
  Get Cell

  Fetch a single cell by id.

• Action
  Get Cell Output

  Fetch a cell's output value.

• Action
  Get Collection

  Fetch a single collection by id.

• Action
  Get Data Connection

  Fetch a single data connection by id.

• Action
  Get Group

  Fetch a single group by id.

• Action
  Get Project

  Retrieves metadata about a specific Hex project.

• Action
  Get Project Runs

  Retrieves the run history for a Hex project, optionally filtered by status.

• Action
  Get Run Status

  Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).

• Action
  List Cells

  List cells within a project.

• Action
  List Collections

  List collections (folders) in the workspace.

• Action
  List Data Connections

  List configured data connections in the workspace.

• Action
  Share Project With Groups

  Shares a Hex project with one or more groups at a specified access level.

• Action
  Update Cell

  Edit a cell's contents.

• Action
  Update Collection

  Edit a collection's name/contents.

• Action
  Update Project Status

  Updates the status of a Hex project (or removes it).

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