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.
4.9/5 on G2·
Google for Startups Accelerator
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.
BrightDay Explore BrightDay →
TriggersFires when a new event is created in BrightDay.
Fires when an event's time or details change in BrightDay.
Fires when an event in BrightDay is canceled.
Fires shortly before a scheduled event in BrightDay starts.
Creates a new event in BrightDay.
Updates an existing event in BrightDay.
Cancels an event in BrightDay.
Finds an open time slot on a calendar in BrightDay.
Clio Explore Clio →
TriggersFires when a case or matter is opened or updated in Clio.
Fires when a new client lead is added in Clio.
Fires when a client invoice is issued in Clio.
Opens a new case or matter in Clio.
Adds a client, company or contact in Clio.
Logs billable time against a matter in Clio.
More BrightDay + Clio workflows
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
See all BrightDay + Clio integrations → · Browse the full workflow library →
Common questions
Can Knit build “Schedule discovery calls when deals enter new pipeline stages” between BrightDay and Clio?
Yes — describe it in the box above and Knit's Integrations Agent researches BrightDay 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.
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.