Create New Matter with Clio API on New Row Added from Microsoft Excel API

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New Row Added from the Microsoft Excel API

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Create New Matter with the Clio API

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Getting Started#

This integration creates a workflow with a Microsoft Excel trigger and Clio action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Row Added trigger
1. Connect your Microsoft Excel account
2. Configure timer
3. Select a Folder ID
4. Select a Sheet ID
5. Select a Worksheet
Configure the Create New Matter action
1. Connect your Clio account
2. Select a Client ID
3. Configure Description
4. Optional- Configure Close Date
5. Optional- Configure Client Reference
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Row Added on Microsoft Excel

Description:Emit new event when when a new row is added to an Excel worksheet

Version:0.0.1

Key:microsoft_excel-new-row-added

View on GitHub

Microsoft Excel Overview#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Trigger Code#

import common from "../common/base-polling.mjs";

export default {
  ...common,
  key: "microsoft_excel-new-row-added",
  name: "New Row Added",
  description: "Emit new event when when a new row is added to an Excel worksheet",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getRowCount() {
      return this.db.get("rowCount");
    },
    _setRowCount(value) {
      this.db.set("rowCount", value);
    },
    generateMeta(item) {
      const ts = Date.now();
      return {
        id: `${item.address}${ts}`,
        summary: `${item.numRowsAdded} row(s) added`,
        ts,
      };
    },
  },
  async run() {
    const previousRowCount = this._getRowCount();

    const response = await this.microsoftExcel.getUsedRange({
      sheetId: this.sheetId,
      worksheet: this.worksheet,
    });

    const { rowCount } = response;

    this._setRowCount(rowCount);

    if (!previousRowCount || rowCount <= previousRowCount) {
      return;
    }

    response.numRowsAdded = rowCount - previousRowCount;
    this.emitEvent(response);
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Microsoft Excel	`microsoftExcel`	`app`	This component uses the Microsoft Excel app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Folder ID	`folderId`	`string`	Select a value from the drop down menu.
Sheet ID	`sheetId`	`string`	Select a value from the drop down menu.
Worksheet	`worksheet`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Microsoft Excel uses OAuth authentication. When you connect your Microsoft Excel account, Pipedream will open a popup window where you can sign into Microsoft Excel and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Excel API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileFiles.ReadWriteFiles.Read.AllUser.ReadCrossTenantInformation.ReadBasic.All

About Microsoft Excel#

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

Action#

Create New Matter on Clio

Description:Creates a new matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#index)

Version:0.0.1

Key:clio-create-matter

View on GitHub

Clio Overview#

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.

Action Code#

import app from "../../clio.app.mjs";

export default {
  key: "clio-create-matter",
  name: "Create New Matter",
  description: "Creates a new matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#index)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    clientId: {
      propDefinition: [
        app,
        "clientId",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    closeDate: {
      propDefinition: [
        app,
        "closeDate",
      ],
    },
    clientReference: {
      propDefinition: [
        app,
        "clientReference",
      ],
    },
  },
  methods: {
    createMatter(args = {}) {
      return this.app.post({
        path: "/matters.json",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createMatter,
      clientId,
      description,
      closeDate,
      clientReference,
    } = this;

    const response = await createMatter({
      $,
      data: {
        data: {
          client: {
            id: clientId,
          },
          description,
          close_date: closeDate,
          client_reference: clientReference,
        },
      },
    });

    $.export("$summary", `Successfully created a new matter with ID \`${response.data.id}\``);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Clio	`app`	`app`	This component uses the Clio app.
Client ID	`clientId`	`string`	Select a value from the drop down menu.
Description	`description`	`string`	A description of the matter or task.
Close Date	`closeDate`	`string`	Date the Matter was set to closed. (Expects an ISO-8601 date). Eg. `2021-01-01`
Client Reference	`clientReference`	`string`	Client Reference string for external uses.

Action Authentication#

Clio uses OAuth authentication. When you connect your Clio account, Pipedream will open a popup window where you can sign into Clio and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Clio API.

Pipedream requests the following authorization scopes when you connect your account:

Create New Matter with Clio API on New Row Added from Microsoft Excel API

Pipedream makes it easy to connect APIs for Clio, Microsoft Excel and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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