What do you want to automate

with Clio - US and Holded?

Prompt, edit and deploy AI agents that connect to Clio - US, Holded and 2,800+ other apps in seconds.

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Create Contact with Holded API on Bill State Updated (Instant) from Clio - US API
Clio - US + Holded
 
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Create Contact with Holded API on New Activity (Instant) from Clio - US API
Clio - US + Holded
 
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Create Contact with Holded API on New Document (Instant) from Clio - US API
Clio - US + Holded
 
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Create New Matter with Clio - US API on New Contact Created from Holded API
Holded + Clio - US
 
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Create New Matter with Clio - US API on New Invoice Created from Holded API
Holded + Clio - US
 
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Bill State Updated (Instant) from the Clio - US API

Emit new event when the state of a bill has changed in Clio. See the documentation

 
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New Contact Created from the Holded API

Emit new event when an existing contact is created in Holded. See the docs

 
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New Invoice Created from the Holded API

Emit new event when invoice is generated in Holded. See the docs

 
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New Activity (Instant) from the Clio - US 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 - US API

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

 
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Create Contact with the Holded API

Add a new contact to Holded. See the docs

 
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Create New Matter with the Clio - US API

Creates a new matter in Clio. See the documentation

 
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Create New Task with the Clio - US API

Creates a new task in Clio. See the documentation

 
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Send Email with the Holded API

Deliver an email with a document to a contact through Holded. See the docs

 
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Update Invoice with the Holded API

Modify an existing invoice in Holded. See the docs

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

Overview of Clio - US

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 - US

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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 Holded

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Connect Holded

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    holded: {
      type: "app",
      app: "holded",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.holded.com/api/invoicing/v1/contacts`,
      headers: {
        "Accept": `application/json`,
        "key": `${this.holded.$auth.api_key}`,
      },
    })
  },
})

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