← Clio + Shopify integrations

Create Order with Shopify API on New Activity (Instant) from Clio API

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New Activity (Instant) from the Clio API
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Create Order with the Shopify API
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Getting Started

This integration creates a workflow with a Clio trigger and Shopify action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Activity (Instant) trigger
    1. Connect your Clio account
    2. Select one or more Fields
  3. Configure the Create Order action
    1. Connect your Shopify account
    2. Optional- Select a Customer ID
    3. Configure Line Items
    4. Optional- Configure Billing Address
    5. Optional- Configure Shipping Address
    6. Optional- Select a Financial Status
    7. Optional- Configure Discount Code
    8. Optional- Configure Fulfillments
    9. Optional- Select a Fulfillment Status
    10. Optional- Configure Send Receipt
    11. Optional- Configure Send Fulfillment Receipt
    12. Optional- Configure Tax Lines
    13. Optional- Configure Currency
    14. Optional- Configure Note
    15. Optional- Configure Note Attributes
    16. Optional- Select a Inventory Behavior
    17. Optional- Configure Shipping Lines
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)
Version:0.0.2
Key:clio-new-activity-instant

Clio Overview

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.

Trigger Code

import common from "../common/webhook.mjs";
import event from "../common/event.mjs";
import model from "../common/model.mjs";
import fields from "../common/activity-fields.mjs";

export default {
  ...common,
  key: "clio-new-activity-instant",
  name: "New Activity (Instant)",
  description: "Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        common.props.app,
        "fields",
      ],
      options: fields,
    },
  },
  methods: {
    ...common.methods,
    getModel() {
      return model.ACTIVITY;
    },
    getEvents() {
      return [
        event.CREATED,
      ];
    },
    generateMeta(body) {
      const resource = body.data;
      return {
        id: resource.id,
        summary: `New Activity: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
ClioappappThis component uses the Clio app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Fieldsfieldsstring[]Select a value from the drop down menu:idetagtypedatequantity_in_hoursrounded_quantity_in_hoursquantityrounded_quantityquantity_redactedpricenoteflat_ratebilledon_billtotalcontingency_feereferencenon_billablenon_billable_totalno_chargetax_settingactivity_descriptionexpense_categorybillcommunicationclient_portalmattermatter_notecontact_notesubjecttimeruserutbms_expensevendorcalendar_entrytasktext_message_conversationdocument_versionlegal_aid_uk_activity

Trigger Authentication

Clio uses OAuth authentication. When you connect your Clio account, Pipedream will open a popup window where you can sign into Clio and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Clio API.

Pipedream requests the following authorization scopes when you connect your account:

About Clio

Legal software

Action

Description:Creates a new order. For full order object details [see the docs](https://shopify.dev/api/admin-rest/2022-01/resources/order#[post]/admin/api/2022-01/orders.json) or [see examples](https://shopify.dev/api/admin-rest/2022-01/resources/order#[post]/admin/api/#{api_version}/orders.json_examples)
Version:0.0.3
Key:shopify_developer_app-create-order

Shopify Overview

The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.

This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.

Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.

Action Code

import shopify from "../../shopify_developer_app.app.mjs";
import common from "../../../shopify/actions/create-order/common.mjs";
import { toSingleLineString } from "../../../shopify/actions/common/common.mjs";

export default {
  ...common,
  key: "shopify_developer_app-create-order",
  name: "Create Order",
  description: toSingleLineString(`Creates a new order.
    For full order object details [see the docs](https://shopify.dev/api/admin-rest/2022-01/resources/order#[post]/admin/api/2022-01/orders.json)
    or [see examples](https://shopify.dev/api/admin-rest/2022-01/resources/order#[post]/admin/api/#{api_version}/orders.json_examples)
  `),
  version: "0.0.3",
  type: "action",
  props: {
    shopify,
    customerId: {
      propDefinition: [
        shopify,
        "customerId",
      ],
      optional: true,
    },
    ...common.props,
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
ShopifyshopifyappThis component uses the Shopify app.
Customer IDcustomerIdstringSelect a value from the drop down menu.
Line ItemslineItemsstring[]

A list of line item objects, each containing information about an item in the order. Example: { "variant_id": 447654529, "quantity": 1, "price": 2.50, "name": "Name", "title": "Title" }. More details when searching line_items in Shopify Order Object

Billing AddressbillingAddressobject

The mailing address associated with the payment method. More details when searching billing_address in Shopify Order Object

Shipping AddressshippingAddressobject

The mailing address to where the order will be shipped. More details when searching billing_address in Shopify Order Object

Financial StatusfinancialStatusstringSelect a value from the drop down menu:pendingauthorizedpartially_paidpaidpartially_refundedrefundedvoided
Discount CodediscountCodeobject

A discount applied to the order. Example: { "code": "SPRING30", "type": "fixed_amount", "amount": "30.00" }. More details when searching discount_codes in Shopify Order Object

Fulfillmentsfulfillmentsstring[]

An array of fulfillments associated with the order. For more information, see the Fulfillment API

Fulfillment StatusfulfillmentStatusstringSelect a value from the drop down menu:fulfillednullpartialrestocked
Send ReceiptsendReceiptboolean

Whether to send an order confirmation to the customer

Send Fulfillment ReceiptsendFulfillmentReceiptboolean

Whether to send a shipping confirmation to the customer

Tax LinestaxLinesstring[]

An array of tax line objects, each of which details a tax applicable to the order. Example: [ { "rate": 0.06, "price": 11.94, "title": "State Tax", "channel_liable": true } ]. More details when searching tax_lines in Shopify Order Object

Currencycurrencystring

The three-letter code (ISO 4217 format) for the shop currency

Notenotestring

An optional note that a shop owner can attach to the order

Note AttributesnoteAttributesstring[]

Extra information that is added to the order. Appears in the Additional details section of an order details page. Each array entry must contain an object with name and value keys.

Inventory BehaviorinventoryBehaviorstringSelect a value from the drop down menu:{ "value": "bypass", "label": "Do not claim inventory" }{ "value": "decrement_ignoring_policy", "label": "Ignore the product's inventory policy and claim inventory" }{ "value": "decrement_obeying_policy", "label": "Follow the product's inventory policy and claim inventory, if possible" }
Shipping LinesshippingLinesstring[]

An array of objects, each of which details a shipping method used. More details when searching shipping_lines in Shopify Order Object

Action Authentication

Shopify uses API keys for authentication. When you connect your Shopify account, Pipedream securely stores the keys so you can easily authenticate to Shopify APIs in both code and no-code steps.

Get your Access Token

Create a custom app in Shopify to obtain your Admin API access token. See our detailed instructions here.

Enter your Admin API access token below, and save it in a secure location (we recommend using a password manager such as 1Password)

About Shopify

Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.

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