← Clio + Elastic Email integrations

Unsubscribe Contact with Elastic Email API on Bill State Updated (Instant) from Clio API

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Bill State Updated (Instant) from the Clio API
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Unsubscribe Contact with the Elastic Email API
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Getting Started

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

  1. Select this integration
  2. Configure the Bill State Updated (Instant) trigger
    1. Connect your Clio account
    2. Select one or more Fields
  3. Configure the Unsubscribe Contact action
    1. Connect your Elastic Email account
    2. Configure Email Addresses
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

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

Clio 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.
LabelPropTypeDescription
ClioappappThis component uses the Clio app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Fieldsfieldsstring[]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 uses OAuth authentication. When you connect your Clio account, Pipedream will open a popup window where you can sign into Clio 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 API.

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

About Clio

Legal software

Action

Description:Unsubscribes a contact from future emails. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/suppressionsUnsubscribesPost)
Version:0.0.1
Key:elastic_email-unsubscribe-contact

Elastic Email Overview

The Elastic Email API allows you to integrate a robust email sending platform into your Pipedream workflows. Use it to send emails, manage contacts, and track campaign statistics. With this API, you can automate email notifications, synchronize subscriber lists, or trigger marketing campaigns based on user actions.

Action Code

import { parseObject } from "../../common/utils.mjs";
import app from "../../elastic_email.app.mjs";

export default {
  key: "elastic_email-unsubscribe-contact",
  name: "Unsubscribe Contact",
  description: "Unsubscribes a contact from future emails. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/suppressionsUnsubscribesPost)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    unsubscribeEmails: {
      propDefinition: [
        app,
        "unsubscribeEmails",
      ],
    },
  },
  async run({ $ }) {
    const parsedEmails = parseObject(this.unsubscribeEmails);
    const response = await this.app.unsubscribeContact({
      $,
      data: parsedEmails,
    });
    $.export("$summary", `Unsubscribed ${parsedEmails.length} contact(s) successfully`);
    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.

LabelPropTypeDescription
Elastic EmailappappThis component uses the Elastic Email app.
Email AddressesunsubscribeEmailsstring[]

A list of email addresses to unsubscribe

Action Authentication

Elastic Email uses API keys for authentication. When you connect your Elastic Email account, Pipedream securely stores the keys so you can easily authenticate to Elastic Email APIs in both code and no-code steps.

You can get your API Key in the Manage API Key page.

About Elastic Email

All the email marketing and delivery tools you need to communicate with your customers. Most attractive monthly pricing and pay-as-you-go option on the market.

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