Integrate the HubSpot API with the Clio API

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

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Popular Ways to Connect HubSpot with Clio#

Add Contact to List with HubSpot API on Bill State Updated (Instant) from Clio API

Clio + HubSpot

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Add Contact to List with HubSpot API on New Activity (Instant) from Clio API

Clio + HubSpot

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Add Contact to List with HubSpot API on New Document (Instant) from Clio API

Clio + HubSpot

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Batch Create or Update Contact with HubSpot API on Bill State Updated (Instant) from Clio API

Clio + HubSpot

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Batch Create or Update Contact with HubSpot API on New Activity (Instant) from Clio API

Clio + HubSpot

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Popular HubSpot and Clio 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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Company Updated from the HubSpot API

Emit new event each time a company is updated.

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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

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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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Popular HubSpot and Clio Actions#

Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

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Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID or email. 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 Associations with the HubSpot API

Create associations between objects. See the documentation

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Overview of HubSpot#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Connect HubSpot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$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}`,
      },
    })
  },
})

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