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with Plain and Clio - US?
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Popular Ways to Connect Plain with Clio - US#
Popular Plain and Clio - US 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
Emit new event when a new document is created. See the documentation
Overview of Plain#
The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.
Connect Plain#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
plain: {
type: "app",
app: "plain",
}
},
async run({steps, $}) {
const data = {
"query": `query Workspace {
workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
id
publicName
}
}`,
}
return await axios($, {
method: "post",
url: `https://core-api.uk.plain.com/graphql/v1`,
headers: {
Authorization: `Bearer ${this.plain.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
Overview of Clio - US#
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 - US#
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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