Clio

Legal software

Integrate the Clio API with the Python API

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

Run Python Code with Python API on Bill State Updated (Instant) from Clio API
Clio + Python
 
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Run Python Code with Python API on New Activity (Instant) from Clio API
Clio + Python
 
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Run Python Code with Python API on New Document (Instant) from Clio API
Clio + Python
 
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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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Run Python Code with the Python API

Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.

 
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Create New Matter with the Clio API

Creates a new matter in Clio. 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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Update Matter with the Clio API

Updates an existing matter in Clio. 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 Python

Develop, run and deploy your Python code in Pipedream workflows. Integrate seamlessly between no-code steps, with connected accounts, or integrate Data Stores and manipulate files within a workflow.

This includes installing PyPI packages, within your code without having to manage a requirements.txt file or running pip.

Below is an example of using Python to access data from the trigger of the workflow, and sharing it with subsequent workflow steps:

Connect Python

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def handler(pd: "pipedream"):
  # Reference data from previous steps
  print(pd.steps["trigger"]["context"]["id"])
  # Return data for use in future steps
  return {"foo": {"test":True}}