Integrate the Clio API with the Pipedream API

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

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Popular Ways to Connect Clio with Pipedream#

Create New Matter with Clio API on New Scheduled Tasks from Pipedream API

Pipedream + Clio

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Create New Task with Clio API on New Scheduled Tasks from Pipedream API

Pipedream + Clio

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Update Matter with Clio API on New Scheduled Tasks from Pipedream API

Pipedream + Clio

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Create a Subscription with Pipedream API on Bill State Updated (Instant) from Clio API

Clio + Pipedream

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Create a Subscription with Pipedream API on New Activity (Instant) from Clio API

Clio + Pipedream

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Popular Clio and Pipedream 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 Scheduled Tasks from the Pipedream API

Exposes an HTTP API for scheduling messages to be emitted at a future time

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New Upcoming Event Alert from the Pipedream API

Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.

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Card Due Date Reminder from the Pipedream API

Emit new event at a specified time before a card is due.

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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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Popular Clio and Pipedream Actions#

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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Create a Subscription with the Pipedream API

Create a Subscription. See Doc

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Delete a Subscription with the Pipedream API

Delete a Subscription. See Doc

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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 Pipedream#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Connect Pipedream#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipedream: {
      type: "app",
      app: "pipedream",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pipedream.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.pipedream.$auth.api_key}`,
      },
    })
  },
})

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