What do you want to automate

with Clio and Streak?

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

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

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Create Box with Streak API on Bill State Updated (Instant) from Clio API
Clio + Streak
 
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Create Box with Streak API on New Activity (Instant) from Clio API
Clio + Streak
 
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Create Box with Streak API on New Document (Instant) from Clio API
Clio + Streak
 
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Create New Matter with Clio API on Box Changed Pipeline (Instant) from Streak API
Streak + Clio
 
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Create New Matter with Clio API on Box Changed Stage (Instant) from Streak API
Streak + 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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Box Changed Pipeline (Instant) from the Streak API

Emit new event when a box changes pipelines.

 
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Box Changed Stage (Instant) from the Streak API

Emit new event when a box's stage is updated in a pipeline.

 
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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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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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Create Box with the Streak API

Create a new box in Streak. See the docs

 
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Create Task with the Streak API

Create a new task in a box. See the docs

 
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Link Boxes with the Streak API

Link boxes to a specific box. See the docs

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

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Connect Streak

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    streak: {
      type: "app",
      app: "streak",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.streak.com/api/v1/users/me`,
      auth: {
        username: `${this.streak.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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