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with Salesmate and Clio - Canada?

Prompt, edit and deploy AI agents that connect to Salesmate, Clio - Canada and 2,500+ other apps in seconds.

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Add Contact with Salesmate API on Bill State Updated (Instant) from Clio - Canada API
Clio - Canada + Salesmate
 
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Add Contact with Salesmate API on New Activity (Instant) from Clio - Canada API
Clio - Canada + Salesmate
 
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Add Contact with Salesmate API on New Document (Instant) from Clio - Canada API
Clio - Canada + Salesmate
 
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Add Deal with Salesmate API on Bill State Updated (Instant) from Clio - Canada API
Clio - Canada + Salesmate
 
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Add Deal with Salesmate API on New Activity (Instant) from Clio - Canada API
Clio - Canada + Salesmate
 
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Bill State Updated (Instant) from the Clio - Canada API

Emit new event when the state of a bill has changed in Clio. See the documentation

 
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New Contact from the Salesmate API

Emit new event when a new contact is created.

 
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New Deal from the Salesmate API

Emit new event when a new deal is created.

 
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New Activity (Instant) from the Clio - Canada 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 - Canada API

Emit new event when a new document is created. See the documentation

 
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Add Contact with the Salesmate API

This API is used to add a contact. See docs here

 
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Add Deal with the Salesmate API

This API is used to add a deal. See docs here

 
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Create New Matter with the Clio - Canada API

Creates a new matter in Clio. See the documentation

 
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Create New Task with the Clio - Canada API

Creates a new task in Clio. See the documentation

 
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Update Contact with the Salesmate API

This API is used to update a contact's details. See docs here

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

Overview of Salesmate

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Connect Salesmate

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesmate: {
      type: "app",
      app: "salesmate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.salesmate.$auth.domain}.salesmate.io/apis/core/v4/users`,
      headers: {
        "Content-Type": `application/json`,
        "accessToken": `${this.salesmate.$auth.session_key}`,
        "x-linkname": `${this.salesmate.$auth.linked_name}`,
      },
    })
  },
})

Connect Clio - Canada

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clio_canada: {
      type: "app",
      app: "clio_canada",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://ca.app.clio.com/api/v4/users/who_am_i`,
      headers: {
        Authorization: `Bearer ${this.clio_canada.$auth.oauth_access_token}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo