Integrate the Clio API with the Formatting API

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

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Popular Ways to Connect Clio with Formatting#

[Data] Convert JSON to String with Formatting API on Bill State Updated (Instant) from Clio API

Clio + Formatting

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[Data] Convert JSON to String with Formatting API on New Activity (Instant) from Clio API

Clio + Formatting

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[Data] Convert JSON to String with Formatting API on New Document (Instant) from Clio API

Clio + Formatting

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[Data] Parse JSON with Formatting API on Bill State Updated (Instant) from Clio API

Clio + Formatting

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[Data] Parse JSON with Formatting API on New Activity (Instant) from Clio API

Clio + Formatting

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Popular Clio and Formatting Triggers#

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 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 Document (Instant) from the Clio API

Emit new event when a new document is created. See the documentation

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Popular Clio and Formatting Actions#

[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

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[Data] Parse JSON with the Formatting API

Parse a JSON string

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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

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[Date/Time] Add/Subtract Time with the Formatting API

Add or subtract time from a given input

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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#

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 Formatting#

export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})

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