What do you want to automate

with Clio - US and Nectar CRM?

Prompt, edit and deploy AI agents that connect to Clio - US, Nectar CRM and 2,500+ other apps in seconds.

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Create Appointment with Nectar CRM API on Bill State Updated (Instant) from Clio - US API
Clio - US + Nectar CRM
 
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Create Appointment with Nectar CRM API on New Activity (Instant) from Clio - US API
Clio - US + Nectar CRM
 
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Create Appointment with Nectar CRM API on New Document (Instant) from Clio - US API
Clio - US + Nectar CRM
 
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Create Contact with Nectar CRM API on Bill State Updated (Instant) from Clio - US API
Clio - US + Nectar CRM
 
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Create Contact with Nectar CRM API on New Activity (Instant) from Clio - US API
Clio - US + Nectar CRM
 
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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 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 Appointment with the Nectar CRM API

Created a new appointment. See docs here

 
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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 Contact with the Nectar CRM API

Created a new contact. See docs here

 
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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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Create Sale Opportunity with the Nectar CRM API

Created a sale opportunity. See docs here

 
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Integrate the Clio - US API with the Nectar CRM API
Setup the Clio - US API trigger to run a workflow which integrates with the Nectar CRM API. Pipedream's integration platform allows you to integrate Clio - US and Nectar CRM 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 Nectar CRM

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Connect Nectar CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    nectar_crm: {
      type: "app",
      app: "nectar_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.nectarcrm.com.br/crm/api/1/contatos/`,
      headers: {
        "Access-Token": `${this.nectar_crm.$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