Integrate the Clio API with the Zendesk API

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

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Popular Ways to Connect Clio with Zendesk#

Create New Matter with Clio API on New Ticket (Instant) from Zendesk API

Zendesk + Clio

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Create New Matter with Clio API on New Ticket Added to View (Instant) from Zendesk API

Zendesk + Clio

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Create New Matter with Clio API on Ticket Closed (Instant) from Zendesk API

Zendesk + Clio

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Create New Matter with Clio API on Ticket Pending (Instant) from Zendesk API

Zendesk + Clio

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Create New Matter with Clio API on Ticket Solved (Instant) from Zendesk API

Zendesk + Clio

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Popular Clio and Zendesk 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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New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

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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 Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

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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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Popular Clio and Zendesk Actions#

Create Ticket with the Zendesk API

Creates a ticket. 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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Delete Ticket with the Zendesk API

Deletes a ticket. 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 Zendesk#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})

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