What do you want to automate
with Clio - US and Overloop?
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Popular Ways to Connect Clio - US with Overloop#
Popular Clio - US and Overloop 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 each time a campaign is created. See the docs
Emit new event each time a contact is created. See the docs
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#
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 Overloop#
The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.
Connect Overloop#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
overloop: {
type: "app",
app: "overloop",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.overloop.com/public/v1/organizations`,
headers: {
"Authorization": `${this.overloop.$auth.api_key}`,
"Content-Type": `application/vnd.api+json; charset=utf-8`,
},
})
},
})
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