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with Clio and GoCardless Bank Account Data (formerly Nordigen)?
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Popular Ways to Connect Clio with GoCardless Bank Account Data (formerly Nordigen)#
Popular Clio and GoCardless Bank Account Data (formerly Nordigen) Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when a new activity is created in Clio. See the documentation
Emit new event when a new document is created. See the documentation
Emit new event when a transaction occurs
Popular Clio and GoCardless Bank Account Data (formerly Nordigen) Actions#
Create a requisition link and id to be used in other Nordigen actions. See the docs
Delete requisition and its end user agreement. See the docs
Get the balances of a Nordigen account. See the docs
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 GoCardless Bank Account Data (formerly Nordigen)#
The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.
Connect GoCardless Bank Account Data (formerly Nordigen)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
nordigen: {
type: "app",
app: "nordigen",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://bankaccountdata.gocardless.com/api/v2/institutions/`,
headers: {
Authorization: `Bearer ${this.nordigen.$auth.oauth_access_token}`,
"accept": `application/json`,
},
})
},
})
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