What do you want to automate

with Clio and WhatsApp Business?

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

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Create New Matter with Clio API on New Message Sent from WhatsApp Business API
WhatsApp Business + Clio
 
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Create New Task with Clio API on New Message Sent from WhatsApp Business API
WhatsApp Business + Clio
 
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List Message Templates with WhatsApp Business API on Bill State Updated (Instant) from Clio API
Clio + WhatsApp Business
 
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List Message Templates with WhatsApp Business API on New Activity (Instant) from Clio API
Clio + WhatsApp Business
 
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List Message Templates with WhatsApp Business API on New Document (Instant) from Clio API
Clio + WhatsApp Business
 
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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 Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

 
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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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List Message Templates with the WhatsApp Business API

Lists message templates. See the docs.

 
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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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Send Text Message with the WhatsApp Business API

Sends a text message. See the docs.

 
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Send Text Using Template with the WhatsApp Business API

Send a text message using a pre-defined template. Variables can be sent only as text. See the docs.

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

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Connect WhatsApp Business

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    whatsapp_business: {
      type: "app",
      app: "whatsapp_business",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.facebook.com/v15.0/${this.whatsapp_business.$auth.business_account_id}/phone_numbers`,
      headers: {
        Authorization: `Bearer ${this.whatsapp_business.$auth.permanent_access_token}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
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Gorgias logo
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SAS logo
Scale AI logo
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Warner Bros. logo
Adyen logo
Appcues logo
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Checkr logo
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