What do you want to automate
with Docusign Developer and Clio?
Prompt, edit and deploy AI agents that connect to Docusign Developer, Clio and 2,500+ other apps in seconds.
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Popular Ways to Connect Docusign Developer with Clio#
Popular Docusign Developer and Clio Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when an envelope's status is updated
Emit new event when a new activity is created in Clio. See the documentation
Emit new event when a new document is created. See the documentation
Popular Docusign Developer and Clio Actions#
Creates a signature request from a template See the documentation
Overview of Docusign Developer#
The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.
Connect Docusign Developer#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign_developer: {
type: "app",
app: "docusign_developer",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account-d.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign_developer.$auth.oauth_access_token}`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies