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Clio

Legal software

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PostgreSQL

Integrate the Clio API with the PostgreSQL API

Setup the Clio API trigger to run a workflow which integrates with the PostgreSQL API. Pipedream's integration platform allows you to integrate Clio and PostgreSQL remarkably fast. Free for developers.

Popular Ways to Connect Clio with PostgreSQL

Create New Matter with Clio API on New Column from PostgreSQL API
PostgreSQL + Clio
 
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Create New Matter with Clio API on New or Updated Row from PostgreSQL API
PostgreSQL + Clio
 
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Create New Matter with Clio API on New Row Custom Query from PostgreSQL API
PostgreSQL + Clio
 
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Create New Matter with Clio API on New Row from PostgreSQL API
PostgreSQL + Clio
 
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Create New Matter with Clio API on New Table from PostgreSQL API
PostgreSQL + Clio
 
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Popular Clio and PostgreSQL Triggers

Bill State Updated (Instant) from the Clio API

Emit new event when the state of a bill has changed in Clio. See the documentation

 
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New Activity (Instant) from the Clio API

Emit new event when a new activity is created in Clio. See the documentation

 
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New Document (Instant) from the Clio API

Emit new event when a new document is created. See the documentation

 
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New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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Popular Clio and PostgreSQL Actions

Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

 
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Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
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Overview of Clio

The Clio API offers a powerful way for law firms and legal professionals to automate and streamline their operations. By integrating with Pipedream, users can create custom workflows that leverage Clio's capabilities such as managing cases, tracking time, billing, and client communications. With Pipedream’s serverless platform, these automations can be triggered by a vast array of events and can connect Clio with other apps and services to enhance productivity and data consistency.

Connect Clio

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clio: {
      type: "app",
      app: "clio",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.clio.com/api/v4/users/who_am_i`,
      headers: {
        Authorization: `Bearer ${this.clio.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})
Pipedream, Inc. — San Francisco, CA
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