Integrate the MongoDB API with the Clio API

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

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Popular Ways to Connect MongoDB with Clio#

Create New Document with MongoDB API on Bill State Updated (Instant) from Clio API

Clio + MongoDB

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Create New Document with MongoDB API on New Activity (Instant) from Clio API

Clio + MongoDB

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Create New Document with MongoDB API on New Document (Instant) from Clio API

Clio + MongoDB

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Create New Matter with Clio API on New Collection from MongoDB API

MongoDB + Clio

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Create New Matter with Clio API on New Database from MongoDB API

MongoDB + Clio

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Popular MongoDB 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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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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New Collection from the MongoDB API

Emit new an event when a new collection is added to a database

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New Database from the MongoDB API

Emit new an event when a new database is added

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Popular MongoDB and Clio Actions#

Create New Document with the MongoDB API

Create a new document in a collection of your choice. See the docs here

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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

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Execute Aggregation with the MongoDB API

Execute an aggregation pipeline on a MongoDB collection. 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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Overview of MongoDB#

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Connect MongoDB#

import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})

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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