What do you want to automate

with Clio and Process Street?

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

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

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Create New Matter with Clio API on New Workflow Run Created from Process Street API
Process Street + Clio
 
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Create New Matter with Clio API on Task Checked from Process Street API
Process Street + Clio
 
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Create New Matter with Clio API on Workflow Run Completed from Process Street API
Process Street + Clio
 
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Create New Task with Clio API on New Workflow Run Created from Process Street API
Process Street + Clio
 
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Create New Task with Clio API on Task Checked from Process Street API
Process Street + Clio
 
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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 Workflow Run Created from the Process Street API

Emit new event for every created workflow run

 
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Task Checked from the Process Street API

Emit new event when a task is checked

 
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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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Workflow Run Completed from the Process Street API

Emit new event for every completed workflow

 
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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
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Start Workflow Run with the Process Street API

Starts a workflow run. See the docs here

 
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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 Process Street API
Setup the Clio API trigger to run a workflow which integrates with the Process Street API. Pipedream's integration platform allows you to integrate Clio and Process Street 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}`,
      },
    })
  },
})

Overview of Process Street

The Process Street API empowers you to automate and integrate your checklists and workflows with other apps to streamline business operations. With the API, you can create workflows, manage tasks, trigger actions based on checklist completion, and synchronize data across tools. This paves the way for endless possibilities in terms of project management, compliance tracking, onboarding processes, and routine audits, all managed within the familiar interface of Process Street but supercharged with Pipedream's connectivity.

Connect Process Street

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    process_street: {
      type: "app",
      app: "process_street",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://public-api.process.st/checklists`,
      headers: {
        "X-API-KEY": `${this.process_street.$auth.api_key}`,
      },
    })
  },
})

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