What do you want to automate

with Gist and Clio - EU?

Prompt, edit and deploy AI agents that connect to Gist, Clio - EU and 2,800+ other apps in seconds.

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Add Tag To Existing Contacts with Gist API on Bill State Updated (Instant) from Clio - EU API
Clio - EU + Gist
 
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Add Tag To Existing Contacts with Gist API on New Activity (Instant) from Clio - EU API
Clio - EU + Gist
 
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Add Tag To Existing Contacts with Gist API on New Document (Instant) from Clio - EU API
Clio - EU + Gist
 
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Create New Matter with Clio - EU API on New Contact from Gist API
Gist + Clio - EU
 
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Create New Task with Clio - EU API on New Contact from Gist API
Gist + Clio - EU
 
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Bill State Updated (Instant) from the Clio - EU API

Emit new event when the state of a bill has changed in Clio. See the documentation

 
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New Contact from the Gist API

Emit new event when a new contact is created

 
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New Activity (Instant) from the Clio - EU 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 - EU API

Emit new event when a new document is created. See the documentation

 
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Add Tag To Existing Contacts with the Gist API

This Action lets you assign a tag to multiple contacts at once. If the tag does not already exist it will be created for you. See docs

 
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Create Or Update Contact with the Gist API

Create or update a contact in Gist See docs

 
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Create New Matter with the Clio - EU API

Creates a new matter in Clio. See the documentation

 
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Get Contact with the Gist API

Find a Contact See docs

 
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Create New Task with the Clio - EU API

Creates a new task in Clio. See the documentation

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

Overview of Gist

The Gist API empowers you to automate interactions with your Gist CRM platform, efficiently managing contacts, tags, and conversations. Tapping into this potential with Pipedream allows you to build seamless automation workflows that sync data between Gist and other services, trigger actions based on customer behavior, and keep your sales and support teams aligned with real-time information.

Connect Gist

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    gist: {
      type: "app",
      app: "gist",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.getgist.com/teammates`,
      headers: {
        Authorization: `Bearer ${this.gist.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Connect Clio - EU

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clio_eu: {
      type: "app",
      app: "clio_eu",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://eu.app.clio.com/api/v4/users/who_am_i`,
      headers: {
        Authorization: `Bearer ${this.clio_eu.$auth.oauth_access_token}`,
      },
    })
  },
})

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