Integrate the Clio API with the Pipedream Utils API

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

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Popular Ways to Connect Clio with Pipedream Utils#

Formatting - [Data] Convert JSON to String with Pipedream Utils API on Bill State Updated (Instant) from Clio API

Clio + Pipedream Utils

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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Activity (Instant) from Clio API

Clio + Pipedream Utils

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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Document (Instant) from Clio API

Clio + Pipedream Utils

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Formatting - [Data] Parse JSON with Pipedream Utils API on Bill State Updated (Instant) from Clio API

Clio + Pipedream Utils

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Formatting - [Data] Parse JSON with Pipedream Utils API on New Activity (Instant) from Clio API

Clio + Pipedream Utils

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Popular Clio and Pipedream Utils 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 Pipedream Utils Actions#

Formatting - [Data] Convert JSON to String with the Pipedream Utils API

Convert an object to a JSON format string

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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

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Formatting - [Data] Parse JSON with the Pipedream Utils API

Parse a JSON string

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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

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Formatting - [Date/Time] Add/Subtract Time with the Pipedream Utils API

Add or subtract time from a given input

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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 Utils#

The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.

Connect Pipedream Utils#

export default defineComponent({
  props: {
    pipedream_utils: {
      type: "app",
      app: "pipedream_utils",
    }
  },
  async run({steps, $}) {

  },
})

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