Send Message with Slack API on New Activity (Instant) from Clio API

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Trigger workflow on

New Activity (Instant) from the Clio API

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Send Message with the Slack API

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Getting Started#

This integration creates a workflow with a Clio trigger and Slack action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Activity (Instant) trigger
1. Connect your Clio account
2. Select one or more Fields
Configure the Send Message action
1. Connect your Slack account
2. Select a Channel Type
3. Select a Channel
4. Configure Text
5. Optional- Configure Send text as Slack mrkdwn
6. Optional- Configure Send as User
7. Optional- Configure Schedule message
8. Optional- Configure Include link to workflow
9. Optional- Configure Customize Bot Settings
10. Optional- Configure Bot Username
11. Optional- Select a Icon (emoji)
12. Optional- Configure Icon (image URL)
13. Optional- Configure Reply to Thread
14. Optional- Configure Message Timestamp
15. Optional- Configure Send Channel Message
16. Optional- Configure Add Message Metadata
17. Optional- Configure Metadata Event Type
18. Optional- Configure Metadata Event Payload
19. Optional- Configure Configure Unfurl Settings
20. Optional- Configure Unfurl Links
21. Optional- Configure Unfurl Media
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Activity (Instant) on Clio

Description:Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

Version:0.0.2

Key:clio-new-activity-instant

View on GitHub

Clio Overview#

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.

Trigger Code#

import common from "../common/webhook.mjs";
import event from "../common/event.mjs";
import model from "../common/model.mjs";
import fields from "../common/activity-fields.mjs";

export default {
  ...common,
  key: "clio-new-activity-instant",
  name: "New Activity (Instant)",
  description: "Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        common.props.app,
        "fields",
      ],
      options: fields,
    },
  },
  methods: {
    ...common.methods,
    getModel() {
      return model.ACTIVITY;
    },
    getEvents() {
      return [
        event.CREATED,
      ];
    },
    generateMeta(body) {
      const resource = body.data;
      return {
        id: resource.id,
        summary: `New Activity: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Clio	`app`	`app`	This component uses the Clio app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Fields	`fields`	`string[]`	Select a value from the drop down menu:`idetagtypedatequantity_in_hoursrounded_quantity_in_hoursquantityrounded_quantityquantity_redactedpricenoteflat_ratebilledon_billtotalcontingency_feereferencenon_billablenon_billable_totalno_chargetax_settingactivity_descriptionexpense_categorybillcommunicationclient_portalmattermatter_notecontact_notesubjecttimeruserutbms_expensevendorcalendar_entrytasktext_message_conversationdocument_versionlegal_aid_uk_activity`

Trigger Authentication#

Clio uses OAuth authentication. When you connect your Clio account, Pipedream will open a popup window where you can sign into Clio and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Clio API.

Pipedream requests the following authorization scopes when you connect your account:

About Clio#

Legal software

Action#

Send Message on Slack

Description:Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)

Version:0.0.16

Key:slack-send-message

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Action Code#

import common from "../common/send-message.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "slack-send-message",
  name: "Send Message",
  description: "Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)",
  version: "0.0.16",
  type: "action",
  props: {
    slack: common.props.slack,
    channelType: {
      type: "string",
      label: "Channel Type",
      description: "The type of channel to send to. User/Direct Message (im), Group (mpim), Private Channel or Public Channel",
      async options() {
        return constants.CHANNEL_TYPE_OPTIONS;
      },
    },
    conversation: {
      propDefinition: [
        common.props.slack,
        "conversation",
        (c) => ({
          types: c.channelType === "Channels"
            ? [
              constants.CHANNEL_TYPE.PUBLIC,
              constants.CHANNEL_TYPE.PRIVATE,
            ]
            : [
              c.channelType,
            ],
        }),
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    ...common.props,
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Slack	`slack`	`app`	This component uses the Slack app.
Channel Type	`channelType`	`string`	Select a value from the drop down menu.
Channel	`conversation`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.
Send text as Slack mrkdwn	`mrkdwn`	`boolean`	`TRUE` by default. Pass `FALSE` to disable Slack markup parsing. See docs here
Send as User	`as_user`	`boolean`	Optionally pass `TRUE` to post the message as the authenticated user, instead of as a bot. Defaults to `FALSE`.
Schedule message	`post_at`	`string`	Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime should be in ISO 8601 format. (Example: `2014-01-01T00:00:00Z`)
Include link to workflow	`include_sent_via_pipedream_flag`	`boolean`	Defaults to `true`, includes a link to the workflow at the end of your Slack message.
Customize Bot Settings	`customizeBotSettings`	`boolean`	Customize the username and/or icon of the Bot
Reply to Thread	`replyToThread`	`boolean`	Reply to an existing thread
Add Message Metadata	`addMessageMetadata`	`boolean`	Set the metadata event type and payload
Configure Unfurl Settings	`configureUnfurlSettings`	`boolean`	Configure settings for unfurling links and media

Action Authentication#

Slack uses OAuth authentication. When you connect your Slack account, Pipedream will open a popup window where you can sign into Slack and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Slack API.

Pipedream requests the following authorization scopes when you connect your account:

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack#

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

More Ways to Connect Slack + Clio#

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Pipedream makes it easy to connect APIs for Slack, Clio and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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