Clio

Legal software

Integrate the Clio API with the Twilio SendGrid API

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

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Add Email to Global Suppression with Twilio SendGrid API on Bill State Updated (Instant) from Clio API
Clio + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Activity (Instant) from Clio API
Clio + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Document (Instant) from Clio API
Clio + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on Bill State Updated (Instant) from Clio API
Clio + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Activity (Instant) from Clio API
Clio + Twilio SendGrid
 
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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 Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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New Events (Instant) from the Twilio SendGrid API

Emit new event when any of the specified SendGrid events is received

 
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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. 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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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. 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 Contact List with the Twilio SendGrid API

Allows you to create a new contact list. See the docs here

 
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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

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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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.

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