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with Phrase and Clio?
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Popular Phrase and Clio Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when a new activity is created in Clio. See the documentation
Overview of Phrase#
The Phrase API provides a suite of tools for CRM (Customer Relationship Management) to manage and nurture customer interactions and data throughout the customer lifecycle. Using Pipedream, developers can create automated workflows that tap into the power of the Phrase API to streamline communication, manage leads, and enhance customer relationships. With Pipedream's no-code platform, these workflows can trigger on events, process data, and connect to hundreds of other services for a wide array of use cases.
Connect Phrase#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
phrase: {
type: "app",
app: "phrase",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.phrase.com/v2/projects`,
headers: {
"Authorization": `token ${this.phrase.$auth.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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