What do you want to automate
with Clio and BoldSign?
Prompt, edit and deploy AI agents that connect to Clio, BoldSign and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Clio and BoldSign Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when a document is completed by all the signers.
Emit new event when a new activity is created in Clio. See the documentation
Popular Clio and BoldSign Actions#
Send documents for e-signature using a BoldSign template. 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}`,
},
})
},
})
Connect BoldSign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
boldsign: {
type: "app",
app: "boldsign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.boldsign.com/v1/users/list`,
headers: {
Authorization: `Bearer ${this.boldsign.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies