BrightDay Clio

BrightDay + Clio Integrations, Built by an AI Agent

Put BrightDay + Clio to work with AI and enterprise-grade automation

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See the kind of workflows teams build with BrightDay and Clio below — describe the exact one you want above and the Agent builds it on demand.

Schedule discovery calls when deals enter new pipeline stages When a deal progresses to the demo stage in Clio, automatically create a meeting on the assigned rep's calendar in BrightDay. See details
Log canceled client meetings directly to sales CRM records If a prospect cancels a meeting in BrightDay, instantly log the activity on their contact record in Clio so account teams know to follow up. See details
Book introductory sales calls for newly assigned leads When a high-intent lead is created in Clio, find available open times and create an introductory meeting in BrightDay. See details

Browse the full workflow library →

Looking to achieve something else with BrightDay and Clio?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for BrightDay and Clio

Everything BrightDay and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.

BrightDay Explore BrightDay →

BrightDay is a calendar and scheduling management tool designed to optimize daily work routines and time management.

Actions
Create Event

Create an Event

Create Task

Creates a backlog task in BrightDay and adds it to this sprint

Clio Explore Clio →

Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.

Triggers
New Activity

Triggers when a new activity is created.

New Bill

Triggers when a new bill is created.

Bill State Updated

Triggers when the state of a bill has changed.

New Calendar Entry

Triggers when a new calendar entry is created.

New Communication

Triggers when a new communication is created.

New Contact

Triggers when a new contact is created.

Actions
Assign Task Template List

Assign a Task Template List.

Update Company Contact

Updates an existing company contact.

Create Calendar Entry

Creates a new calendar entry.

Create Communication

Creates a new communication.

Create Company Contact

Creates a company contact.

Create Document From Template

Generate a document from a document template and attach it to a matter.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about BrightDay + Clio

Is there a pre-built BrightDay + Clio automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BrightDay and Clio's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built BrightDay or Clio connector?

No. The Agent works whether or not BrightDay or Clio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

What's the most common Calendar + CRM automation?

Creating a calendar event in BrightDay automatically when a meeting is booked against a deal or contact in Clio, and logging the call back onto that same record once it's over.

Does this work for group or recurring meetings too?

Yes — the Agent can handle recurring series and multi-attendee events, not just one-off single-contact meetings.

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