Clio

Legal software

Integrate the Clio API with the Data Stores API

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

Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
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Append to record with the Data Stores API

Append to a record in your data store Pipedream Data Store. If the record does not exist, a new record will be created in an array format.

 
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Check for existence of key with the Data Stores API

Check if a key exists in your Pipedream Data Store or create one if it doesn't exist.

 
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Delete a single record with the Data Stores API

Delete a single record in your Pipedream Data Store.

 
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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 Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

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export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})