Clio

Legal software

Integrate the Clio API with the PostgreSQL API

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

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
Execute Custom Query with PostgreSQL API on Bill State Updated (Instant) from Clio API
Clio + PostgreSQL
 
Try it
Execute Custom Query with PostgreSQL API on New Activity (Instant) from Clio API
Clio + PostgreSQL
 
Try it
Execute Custom Query with PostgreSQL API on New Document (Instant) from Clio API
Clio + PostgreSQL
 
Try it
Create New Matter with Clio API on New Column from PostgreSQL API
PostgreSQL + Clio
 
Try it
Create New Matter with Clio API on New or Updated Row from PostgreSQL API
PostgreSQL + Clio
 
Try it
Bill State Updated (Instant) from the Clio API

Emit new event when the state of a bill has changed in Clio. See the documentation

 
Try it
New Activity (Instant) from the Clio API

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

 
Try it
New Document (Instant) from the Clio API

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

 
Try it
New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
Try it
New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
Try it
Execute SQL Query with the PostgreSQL API

Execute a custom PostgreSQL query. See our docs to learn more about working with SQL in Pipedream.

 
Try it
Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
Try it
Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
Try it
Create New Task with the Clio API

Creates a new task in Clio. See the documentation

 
Try it
Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    return await this.postgresql.executeQuery(queryObj);
  },
})

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