Clio Manage, Stripe Integrations

Clio Manage
Stripe
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Clio Manage

Watch Activities INSTANT

Triggers when a contact is created, updated or deleted.

Clio Manage

Watch Bills INSTANT

Triggers when a bill is created, updated or deleted.

Clio Manage

Watch Calendar Entries INSTANT

Triggers when a bill is created, updated or deleted.

Clio Manage

Watch Communications INSTANT

Triggers when a communication is created, updated or deleted.

Clio Manage

Watch Contacts INSTANT

Triggers when a contact is created, updated or deleted.

Clio Manage

Watch Documents

Triggers when a new document is created.

Clio Manage

Watch Matters INSTANT

Triggers when a matter is created, updated or deleted.

Clio Manage

Watch Notes

Triggers when a new note is created.

Clio Manage

Watch Tasks INSTANT

Triggers when a task is created, updated or deleted.

Stripe

Watch Events INSTANT

Triggers when a given event occurs.

Actions

Clio Manage

Create a Calendar Entry

Creates a new calendar entry.

Clio Manage

Create a Communication

Creates a new communication.

Clio Manage

Create a Contact

Creates a new contact.

Clio Manage

Create a Folder

Creates a new folder.

Clio Manage

Create a Matter

Creates a new matter.

Clio Manage

Create an Activity

Creates a new activity.

Clio Manage

Create a Note

Creates a new note.

Clio Manage

Create a Task

Creates a new task.

Clio Manage

Delete a Calendar Entry

Deletes a calendar entry by identificator.

Clio Manage

Delete a Communication

Deletes a communication by identificator.

Clio Manage

Delete a Contact

Deletes a contact by identificator.

Clio Manage

Delete a Folder

Deletes a folder by identificator.

Clio Manage

Delete a Matter

Deletes a matter by identificator.

Clio Manage

Delete an Activity

Deletes an activity by identificator.

Clio Manage

Delete a Note

Deletes a note by identificator.

Clio Manage

Delete a Task

Deletes a task by identificator.

Clio Manage

Get a Calendar Entry

Gets an existing calendar entry.

Clio Manage

Get a Communication

Gets an existing communication.

Clio Manage

Get a Contact

Gets an existing contact.

Clio Manage

Get a Folder

Gets an existing folder.

Clio Manage

Get a Matter

Gets an existing matter.

Clio Manage

Get an Activity

Gets an existing activity.

Clio Manage

Get a Note

Gets an existing note.

Clio Manage

Get a Task

Gets an existing task.

Clio Manage

Make an API Call

Performs an arbitrary authorized API call.

Clio Manage

Update a Calendar Entry

Updates an existing calendar entry.

Clio Manage

Update a Communication

Updates an existing communication.

Clio Manage

Update a Contact

Updates an existing contact.

Clio Manage

Update a Folder

Update an existing folder.

Clio Manage

Update a Matter

Updates an existing matter.

Clio Manage

Update an Activity

Updates an existing activity.

Clio Manage

Update a Note

Updates an existing note.

Clio Manage

Update a Task

Updates an existing task.

Clio Manage

Upload a Document

Creates a new document.

Stripe

Cancel a Payment Intent

Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.

Stripe

Cancel a Payout

Cancels a previously created payout.

Stripe

Capture a Payment Intent

Captures an existing uncaptured payment intent by its ID.

Stripe

Confirm a Payment Intent

Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.

Stripe

Create a Customer

Creates a new customer object.

Stripe

Create an Invoice

Creates a new invoice by the customer ID.

Stripe

Create an Invoice Item

Creates a new invoice item to be added to a draft invoice.

Stripe

Create a Payment Intent

Creates a Payment Intent.

Stripe

Create a Payout

To send funds to your own bank account, you create a new payout object.

Stripe

Create a Refund

Creates a new refund.

Stripe

Delete a Customer

Permanently deletes a customer. It cannot be undone.

Stripe

Delete a Draft Invoice

Permanently deletes a draft invoice. Use "Void an Invoice" module for finalized invoice.

Stripe

Delete an Invoice Item

Permanently deletes an invoice item which is not attached to invoices, or if it’s attached to a draft invoice.

Stripe

Finalize a Draft Invoice

Finalizes a draft invoice by its ID.

Stripe

Make an API Call

Performs an arbitrary authorized API call.

Stripe

Retrieve a Balance Transaction

Retrieves the balance transaction with the given ID.

Stripe

Retrieve a Customer

Retrieves the details of an existing customer.

Stripe

Retrieve an Invoice

Retrieves the details of an existing invoice with the given ID.

Stripe

Retrieve an Invoice Item

Retrieves the details of an existing invoice item with the given ID.

Stripe

Retrieve a Payment Intent

Retrieves the details of a Payment Intent that has previously been created.

Stripe

Retrieve a Payout

Retrieves the details of an existing payout.

Stripe

Retrieve a Refund

Retrieves the details of an existing refund.

Stripe

Retrieve Balance

Retrieves the current account balance.

Stripe

Update a Customer

Updates the specified customer by setting the values of the parameters passed.

Stripe

Update an Invoice

Updates the specified invoice by setting the values of the parameters passed.

Stripe

Update an Invoice Item

Updates the specified invoice item by setting the values of the parameters passed.

Stripe

Update a Payment Intent

Updates the specified payment intent by setting the values of the parameters passed.

Stripe

Update a Payout

Updates the specified payout by setting the values of the parameters passed.

Stripe

Update a Refund

Updates the specified refund by setting the values of the parameters passed.

Stripe

Void an Invoice

Voids a finalized invoice with the given ID. This cannot be undone.

Searches

Clio Manage

Search Bills

Searches for bills or lists them all.

Clio Manage

Search Contacts

Searches for contacts or lists them all.

Clio Manage

Search Matters

Searches for matters or lists them all.

Clio Manage

Search Users

Searches for users or lists them all.

Stripe

List All Balance History

Returns a list of transactions that have contributed to the Stripe account balance.

Stripe

List All Customers

Retrieves a list of customers.

Stripe

List All Invoice Line Items

Retrieves a list of invoice line items by the invoice ID.

Stripe

List All Payouts

Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.

Stripe

List All Refunds

Returns a list of all refunds you’ve previously created.

Stripe

List Payment Intents

Retrieves a list of payment intents or filters by customer ID.

Stripe

Search Customers

Retrieves a list of customers filtered by criteria.

Stripe

Search Invoice Items

Retrieves a list of invoice items filtered by criteria.

Stripe

Search Invoices

Retrieves a list of invoices filtered by criteria.

Integrate Clio Manage, Stripe with these services