Create Contact with Alegra API on Bill State Updated (Instant) from Clio - US API

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Bill State Updated (Instant) from the Clio - US API

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Getting Started#

This integration creates a workflow with a Clio - US trigger and Alegra action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Bill State Updated (Instant) trigger
1. Connect your Clio - US account
2. Select one or more Fields
Configure the Create Contact action
1. Connect your Alegra account
2. Configure Name
3. Optional- Configure Identification
4. Optional- Configure Address
5. Optional- Configure City
6. Optional- Configure Primary Phone
7. Optional- Configure Secondary Phone
8. Optional- Configure Mobile
9. Optional- Configure Email
10. Optional- Select a Type
11. Optional- Select a Status
12. Optional- Configure Fax
13. Optional- Select a Debt to Pay
14. Optional- Select a Account Receivable
15. Optional- Configure Internal Contacts
16. Optional- Configure Ignore Repeated
17. Optional- Configure Statement Attached
18. Optional- Select a Seller
19. Optional- Select a Price List
20. Optional- Select a Term
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

Bill State Updated (Instant) on Clio - US

Description:Emit new event when the state of a bill has changed in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

Version:0.0.3

Key:clio-bill-state-updated-instant

View on GitHub

Clio - US Overview#

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.

Trigger Code#

import common from "../common/webhook.mjs";
import event from "../common/event.mjs";
import model from "../common/model.mjs";
import fields from "../common/bill-fields.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "clio-bill-state-updated-instant",
  name: "Bill State Updated (Instant)",
  description: "Emit new event when the state of a bill has changed in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        common.props.app,
        "fields",
      ],
      options: fields,
    },
  },
  methods: {
    ...common.methods,
    setBills(value) {
      this.db.set(constants.BILLS, value);
    },
    getBills() {
      return this.db.get(constants.BILLS) || {};
    },
    getRelevantFields() {
      return [
        "state",
      ];
    },
    getModel() {
      return model.BILL;
    },
    getEvents() {
      return [
        event.UPDATED,
      ];
    },
    isRelevant(body) {
      const resource = body.data;
      const bills = this.getBills();

      if (bills[resource.id] === resource.state) {
        console.log("Bill state is the same, not relevant!");
        return false;
      }

      this.setBills({
        ...bills,
        [resource.id]: resource.state,
      });
      return true;
    },
    generateMeta(body) {
      const resource = body.data;
      const ts = Date.parse(resource.updated_at);
      return {
        id: `${resource.id}-${ts}`,
        summary: `Bill State Updated: ${resource.id}`,
        ts,
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Clio - US	`app`	`app`	This component uses the Clio - US app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Fields	`fields`	`string[]`	Select a value from the drop down menu:`idetagnumberissued_atdue_attax_ratesecondary_tax_ratesubjectpurchase_ordertypememostart_atend_atbalancestatekindtotalpaidpaid_atpendingduediscount_services_onlycan_updatecredits_issuedsharedlast_sent_atservices_secondary_taxservices_sub_totalservices_taxservices_taxable_sub_totalservices_secondary_taxable_sub_totaltaxable_sub_totalsecondary_taxable_sub_totalsub_totaltax_sumsecondary_tax_sumtotal_taxavailable_state_transitionsuserclientdiscountinterestmattersgroupbill_themeoriginal_billdestination_accountbalancesmatter_totalscurrencybilling_settingclient_addresseslegal_aid_uk_bill`

Trigger Authentication#

Clio - US uses OAuth authentication. When you connect your Clio - US account, Pipedream will open a popup window where you can sign into Clio - US and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Clio - US API.

Pipedream requests the following authorization scopes when you connect your account:

About Clio - US#

Legal software

Action#

Create Contact on Alegra

Description:Adds a new contact to Alegra. [See the documentation](https://developer.alegra.com/reference/post_contacts).

Version:0.0.2

Key:alegra-create-contact

View on GitHub

Alegra Overview#

Alegra API allows for the automation and integration of accounting and financial tasks within Alegra's software platform. Through the API, developers can create, read, update, and delete information related to invoices, clients, products, services, and more. Essentially, it's a way to streamline financial operations, ensure data accuracy, and free up time from manual data entry by connecting Alegra to other business tools and services.

Action Code#

import alegra from "../../alegra.app.mjs";
import {
  STATUS_OPTIONS,
  TYPE_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "alegra-create-contact",
  name: "Create Contact",
  description: "Adds a new contact to Alegra. [See the documentation](https://developer.alegra.com/reference/post_contacts).",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    alegra,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the contact",
    },
    identification: {
      type: "string",
      label: "Identification",
      description: "Identification of the contact",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Address of the contact",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    phonePrimary: {
      type: "string",
      label: "Primary Phone",
      description: "Primary phone number of the contact",
      optional: true,
    },
    phoneSecondary: {
      type: "string",
      label: "Secondary Phone",
      description: "Secondary phone number of the contact",
      optional: true,
    },
    mobile: {
      type: "string",
      label: "Mobile",
      description: "Mobile phone number of the contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the contact",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of the contact",
      options: TYPE_OPTIONS,
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Status of the contact",
      options: STATUS_OPTIONS,
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "Fax number of the contact",
      optional: true,
    },
    debtToPay: {
      propDefinition: [
        alegra,
        "debtToPay",
      ],
      optional: true,
    },
    accountReceivable: {
      propDefinition: [
        alegra,
        "debtToPay",
      ],
      label: "Account Receivable",
      description: "Id of the account receivable associated with the contact",
      optional: true,
    },
    internalContacts: {
      type: "string[]",
      label: "Internal Contacts",
      description: "A list of objects of internal contacts related to the contact. **Example: [ { name: \"John Doe\", email: \"john@email.com\"}]**. [See the documentation](https://developer.alegra.com/reference/post_contacts) for further information.",
      optional: true,
    },
    ignoreRepeated: {
      type: "boolean",
      label: "Ignore Repeated",
      description: "Ignore repeated contacts",
      optional: true,
    },
    statementAttached: {
      type: "boolean",
      label: "Statement Attached",
      description: "Indicates whether to include a statement for the contact",
      optional: true,
    },
    seller: {
      propDefinition: [
        alegra,
        "seller",
      ],
      optional: true,
    },
    priceList: {
      propDefinition: [
        alegra,
        "priceList",
      ],
      optional: true,
    },
    term: {
      propDefinition: [
        alegra,
        "term",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      alegra,
      city,
      address,
      debtToPay,
      accountReceivable,
      internalContacts,
      statementAttached,
      ...data
    } = this;

    const response = await alegra.createContact({
      $,
      data: {
        ...data,
        address: {
          city,
          address,
        },
        accounting: {
          debtToPay,
          accountReceivable,
        },
        internalContacts: parseObject(internalContacts),
        statementAttached: statementAttached
          ? "yes"
          : "no",
      },
    });
    $.export("$summary", `Created contact with ID ${response.id}`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Alegra	`alegra`	`app`	This component uses the Alegra app.
Name	`name`	`string`	Name of the contact
Identification	`identification`	`string`	Identification of the contact
Address	`address`	`string`	Address of the contact
City	`city`	`string`	City of the contact
Primary Phone	`phonePrimary`	`string`	Primary phone number of the contact
Secondary Phone	`phoneSecondary`	`string`	Secondary phone number of the contact
Mobile	`mobile`	`string`	Mobile phone number of the contact
Email	`email`	`string`	Email of the contact
Type	`type`	`string`	Select a value from the drop down menu:`clientprovider`
Status	`status`	`string`	Select a value from the drop down menu:`activeinactive`
Fax	`fax`	`string`	Fax number of the contact
Debt to Pay	`debtToPay`	`integer`	Select a value from the drop down menu.
Account Receivable	`accountReceivable`	`integer`	Select a value from the drop down menu.
Internal Contacts	`internalContacts`	`string[]`	A list of objects of internal contacts related to the contact. Example: [ { name: "John Doe", email: "john@email.com"}]. See the documentation for further information.
Ignore Repeated	`ignoreRepeated`	`boolean`	Ignore repeated contacts
Statement Attached	`statementAttached`	`boolean`	Indicates whether to include a statement for the contact
Seller	`seller`	`string`	Select a value from the drop down menu.
Price List	`priceList`	`string`	Select a value from the drop down menu.
Term	`term`	`string`	Select a value from the drop down menu.

Create Contact with Alegra API on Bill State Updated (Instant) from Clio - US API

Pipedream makes it easy to connect APIs for Alegra, Clio - US and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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