What do you want to automate
with Microsoft Dataverse and Clio?
Prompt, edit and deploy AI agents that connect to Microsoft Dataverse, Clio and 2,500+ other apps in seconds.
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Popular Microsoft Dataverse 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
New Activity (Instant) from the Clio API
Emit new event when a new activity is created in Clio. See the documentation
New Document (Instant) from the Clio API
Emit new event when a new document is created. See the documentation
Integrate the Microsoft Dataverse API with the Clio API
Setup the Microsoft Dataverse API trigger to run a workflow which integrates with the Clio API. Pipedream's integration platform allows you to integrate Microsoft Dataverse and Clio remarkably fast. Free for developers.
Connect Microsoft Dataverse#
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import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_dataverse: {
type: "app",
app: "microsoft_dataverse",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.microsoft_dataverse.$auth.environment_url}/api/data/v9.2/WhoAmI`,
headers: {
Accept: `application/json`,
Authorization: `Bearer ${this.microsoft_dataverse.$auth.oauth_access_token}`,
"OData-MaxVersion": `4.0`,
"OData-Version": `4.0`,
"Accept": `application/json`,
},
})
},
})
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}`,
},
})
},
})
Start for free — no credit card required
Watch a demo
Trusted by 1,000,000+ developers from startups to Fortune 500 companies