When visit: queued in The Receptionist, sync it to Clio.
When a client visitor is queued in The Receptionist, log a client meeting entry in Clio.
See all The Receptionist + Clio integrations or talk to a human
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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.
The Receptionist Explore The Receptionist →
TriggersFires when a lock managed by The Receptionist is unlocked.
Fires when The Receptionist grants someone access to a space.
Fires when a visitor or guest checks in via The Receptionist.
Creates a new access code or key via The Receptionist.
Revokes a guest's or employee's access in The Receptionist.
Registers a visitor or guest in The Receptionist.
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 visit: queued in The Receptionist, sync it to Clio.” between The Receptionist and Clio?
Yes — describe it in the box above and Knit's Integrations Agent researches The Receptionist 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.