Integrate the Clio API with the Schedule API

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

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Popular Ways to Connect Clio with Schedule#

Create New Matter with Clio API on Custom Interval from Schedule API

Schedule + Clio

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Create New Matter with Clio API on Daily schedule from Schedule API

Schedule + Clio

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Create New Matter with Clio API on Monthly Schedule from Schedule API

Schedule + Clio

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Create New Matter with Clio API on Weekly schedule from Schedule API

Schedule + Clio

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Create New Task with Clio API on Custom Interval from Schedule API

Schedule + Clio

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Popular Clio and Schedule 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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Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

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Daily schedule from the Schedule API

Trigger your workflow every day.

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Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

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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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Popular Clio and Schedule Actions#

Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

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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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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 Schedule#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Start for free — no credit card required

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