What do you want to automate

with Clio and Roll?

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

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

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Create Company with Roll API on Bill State Updated (Instant) from Clio API
Clio + Roll
 
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Create Company with Roll API on New Activity (Instant) from Clio API
Clio + Roll
 
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Create Company with Roll API on New Document (Instant) from Clio API
Clio + Roll
 
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Create New Matter with Clio API on New Created Company from Roll API
Roll + Clio
 
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Create New Matter with Clio API on New Created Project from Roll API
Roll + 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 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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New Created Company from the Roll API

Emit new event when a company is created.

 
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New Created Project from the Roll API

Emit new event when a project is created.

 
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Create Company with the Roll API

Create a new company See the docs here

 
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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
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Create Project with the Roll API

Create a new project 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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Create Time Record with the Roll API

Create a new time See the docs here

 
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Integrate the Clio API with the Roll API
Setup the Clio API trigger to run a workflow which integrates with the Roll API. Pipedream's integration platform allows you to integrate Clio and Roll 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 Roll

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Connect Roll

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    roll: {
      type: "app",
      app: "roll",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.rollhq.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.roll.$auth.api_access_token}`,
      },
      params: {
        query: `query{
      project {ProjectId ProjectTitle}
    }`,
      },
    })
  },
})

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