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with Clio - US and Plain?

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Add Customer to Group with Plain API on Bill State Updated (Instant) from Clio - US API
Clio - US + Plain
 
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Add Customer to Group with Plain API on New Activity (Instant) from Clio - US API
Clio - US + Plain
 
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Add Customer to Group with Plain API on New Document (Instant) from Clio - US API
Clio - US + Plain
 
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Create Customer Event with Plain API on Bill State Updated (Instant) from Clio - US API
Clio - US + Plain
 
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Create Customer Event with Plain API on New Activity (Instant) from Clio - US API
Clio - US + Plain
 
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Bill State Updated (Instant) from the Clio - US 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 - US API

Emit new event when a new activity is created in Clio. See the documentation

 
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Customer Created from the Plain API

Emit new event when a customer is created.

 
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New Document (Instant) from the Clio - US API

Emit new event when a new document is created. See the documentation

 
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Customer Deleted from the Plain API

Emit new event when a customer is deleted.

 
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Add Customer to Group with the Plain API

Adds a customer to a customer group. See the documentation

 
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Create New Matter with the Clio - US API

Creates a new matter in Clio. See the documentation

 
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Create Customer Event with the Plain API

Creates an event with a customer. See the documentation

 
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Create New Task with the Clio - US API

Creates a new task in Clio. See the documentation

 
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Create Thread with the Plain API

Creates a new thread with a given customer. See the documentation

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

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

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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}`,
      },
    })
  },
})

Overview of Plain

The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.

Connect Plain

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    plain: {
      type: "app",
      app: "plain",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `query Workspace {
        workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
            id
            publicName
        }
    }`,
    }
    return await axios($, {
      method: "post",
      url: `https://core-api.uk.plain.com/graphql/v1`,
      headers: {
        Authorization: `Bearer ${this.plain.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
      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