Integrate the Clio API with the Node API

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

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Popular Ways to Connect Clio with Node#

Run Node Code with Node API on Bill State Updated (Instant) from Clio API

Clio + Node

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Run Node Code with Node API on New Activity (Instant) from Clio API

Clio + Node

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Run Node Code with Node API on New Document (Instant) from Clio API

Clio + Node

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Popular Clio and Node 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 Node Actions#

Run Node Code with the Node API

Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.

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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

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Update Matter with the Clio API

Updates an existing matter in Clio. See the documentation

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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}`,
      },
    })
  },
})

Overview of Node#

Develop, run and deploy your Node.js code in Pipedream workflows, using it between no-code steps, with connected accounts, or integrate Data Stores and File Stores.

This includes installing NPM packages, within your code without having to manage a package.json file or running npm install.

Below is an example of installing the axios package in a Pipedream Node.js code step. Pipedream imports the axios package, performs the API request, and shares the response with subsequent workflow steps:

Connect Node#

// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
  async run({ steps, $ }) {
    // Return data to use it in future steps
    return steps.trigger.event
  },
})

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