What do you want to automate

with Clio and Peach?

Prompt, edit and deploy AI agents that connect to Clio, Peach and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Create Contact with Peach API on Bill State Updated (Instant) from Clio API
Clio + Peach
 
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Create Contact with Peach API on New Activity (Instant) from Clio API
Clio + Peach
 
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Create Contact with Peach API on New Document (Instant) from Clio API
Clio + Peach
 
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Send Template Message with Peach API on Bill State Updated (Instant) from Clio API
Clio + Peach
 
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Send Template Message with Peach API on New Activity (Instant) from Clio API
Clio + Peach
 
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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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Create Contact with the Peach API

Creates a contact in your account. See the documentation

 
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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
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Send Template Message with the Peach API

Send a predefined message to a contact within the Peach app. 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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Integrate the Clio API with the Peach API
Setup the Clio API trigger to run a workflow which integrates with the Peach API. Pipedream's integration platform allows you to integrate Clio and Peach remarkably fast. Free for developers.

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

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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}`,
      },
    })
  },
})

Connect Peach

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    peach: {
      type: "app",
      app: "peach",
    }
  },
  async run({steps, $}) {
    const data = {
      "name": `John Smith`,
      "phone_number": `+919876543210`,
      "email": `john.smith@example.com`,
    }
    return await axios($, {
      method: "post",
      url: `https://app.trypeach.io/api/v1/contacts`,
      headers: {
        "Authorization": `${this.peach.$auth.api_token}`,
      },
      data,
    })
  },
})

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