What do you want to automate

with Clio and ChartHop?

Prompt, edit and deploy AI agents that connect to Clio, ChartHop and 2,500+ other apps in seconds.

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Create Employee with ChartHop API on Bill State Updated (Instant) from Clio API
Clio + ChartHop
 
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Create Employee with ChartHop API on New Activity (Instant) from Clio API
Clio + ChartHop
 
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Create Employee with ChartHop API on New Document (Instant) from Clio API
Clio + ChartHop
 
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Create New Matter with Clio API on New Employee Created from ChartHop API
ChartHop + Clio
 
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Create New Matter with Clio API on New Group Created from ChartHop API
ChartHop + Clio
 
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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 Employee Created from the ChartHop API

Emit new event when a new employee is added to the organization. See the documentation

 
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New Group Created from the ChartHop API

Emit new event when a new group is added to the organization. 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 Job Created from the ChartHop API

Emit new event when a new job is added to the organization. See the documentation

 
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Create Employee with the ChartHop API

Adds a new employee to the system. 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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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

 
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Search Organization with the ChartHop API

Return people, job, group, and field data for a particular org that match a provided search string. 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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Integrate the Clio API with the ChartHop API
Setup the Clio API trigger to run a workflow which integrates with the ChartHop API. Pipedream's integration platform allows you to integrate Clio and ChartHop remarkably fast. Free for developers.

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}`,
      },
    })
  },
})

Connect ChartHop

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    charthop: {
      type: "app",
      app: "charthop",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.charthop.com/v1/user/me`,
      headers: {
        Authorization: `Bearer ${this.charthop.$auth.api_token}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo