When new sent fax in Phaxio, sync it to Clio.
When a new fax is sent in Phaxio, sync and attach the sent document to the relevant matter in Clio.
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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.
Phaxio Explore Phaxio →
TriggersFires when a new fax is received in Phaxio.
Fires when an outbound fax sent via Phaxio fails to deliver.
Sends a document as a fax via Phaxio.
Looks up the delivery status of a fax in Phaxio.
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.
Common questions
Can Knit build “When new sent fax in Phaxio, sync it to Clio.” between Phaxio and Clio?
Yes — describe it in the box above and Knit's Integrations Agent researches Phaxio 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.