What do you want to automate
with Clio and Agile CRM?
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Popular Ways to Connect Clio with Agile CRM#
Popular Clio and Agile CRM Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when a new activity is created in Clio. See the documentation
Emit new event when a new document is created. See the documentation
Popular Clio and Agile CRM Actions#
Used to change the score of a contact. See the documentation
Adds a tag or tags to an existing contact. See the documentation
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#
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 Agile CRM#
The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.
Connect Agile CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agile_crm: {
type: "app",
app: "agile_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
auth: {
username: `${this.agile_crm.$auth.username}`,
password: `${this.agile_crm.$auth.api_key}`,
},
})
},
})
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