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with Streak and Clio?
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Popular Streak and Clio Triggers#
Emit new event when the state of a bill has changed in Clio. See the documentation
Emit new event when a box's stage is updated in a pipeline.
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 Streak#
The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.
Connect Streak#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
streak: {
type: "app",
app: "streak",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.streak.com/api/v1/users/me`,
auth: {
username: `${this.streak.$auth.api_key}`,
password: ``,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies