Open matters for retained clients

When a deal is won in Agency Elephant, create a matter in Clio.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Agency Elephant Explore Agency Elephant →

Triggers

New contact or lead

Fires when a new contact or lead is added to Agency Elephant.

Contact updated

Fires when a field on a contact changes in Agency Elephant.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Agency Elephant.

Deal won

Fires when a deal is marked won in Agency Elephant.

Actions

Create or update contact

Creates or updates a contact in Agency Elephant.

Create deal

Creates a new deal in Agency Elephant.

Update record stage

Moves a deal or record to a new stage in Agency Elephant.

Log activity

Logs a call, email, or note against a record in Agency Elephant.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

Sync intake leads When a new lead comes in via Clio, create a contact in Agency Elephant. See details

Update clients on case changes When a case is updated in Clio, update the contact in Agency Elephant. See details

See all Agency Elephant + Clio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open matters for retained clients” between Agency Elephant and Clio?

Yes — describe it in the box above and Knit's Integrations Agent researches Agency Elephant and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can a signed client open a matter?

Yes. When a deal is won or a contact is marked retained in Agency Elephant, Clio can create the client and matter.

Do case updates reach the CRM?

When a case is added or updated in Clio, the matching contact in Agency Elephant can be updated.