Create Page from Database with Notion API on New Activity (Instant) from Clio API

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New Activity (Instant) from the Clio API

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Create Page from Database with the Notion API

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Getting Started#

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

Select this integration
Configure the New Activity (Instant) trigger
1. Connect your Clio account
2. Select one or more Fields
Configure the Create Page from Database action
1. Connect your Notion account
2. Select a Parent Database ID
3. Optional- Select one or more Meta Types
4. Optional- Select one or more Property Types
5. Configure alert
6. Optional- Configure Page Content
Deploy the workflow
Send a test event to validate your setup
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#

New Activity (Instant) on Clio

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

View on GitHub

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.

Label	Prop	Type	Description
Clio	`app`	`app`	This component uses the Clio app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.
Fields	`fields`	`string[]`	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#

Create Page from Database on Notion

Description:Creates a page from a database. [See the documentation](https://developers.notion.com/reference/post-page)

Version:0.1.15

Key:notion-create-page-from-database

View on GitHub

Create Page from Database Overview#

The Notion Create Page from Database action allows you to add pages to a Notion Database.

This action features easy to use dropdowns that automatically populate your databases as well as your database's properties, also known as columns.

This action interacts with the Notion create a Page API endpoint. The Database selected in the Parent Database ID is used as the parent_id parameter to that endpoint so the page is added to your databaset .

Action Code#

import notion from "../../notion.app.mjs";
import base from "../common/base-page-builder.mjs";
import pick from "lodash-es/pick.js";

export default {
  ...base,
  key: "notion-create-page-from-database",
  name: "Create Page from Database",
  description: "Creates a page from a database. [See the documentation](https://developers.notion.com/reference/post-page)",
  version: "0.1.15",
  type: "action",
  props: {
    notion,
    parent: {
      propDefinition: [
        notion,
        "databaseId",
      ],
      label: "Parent Database ID",
      description: "The identifier for a Notion parent page",
      reloadProps: true,
    },
    metaTypes: {
      propDefinition: [
        notion,
        "metaTypes",
      ],
    },
    propertyTypes: {
      propDefinition: [
        notion,
        "propertyTypes",
        (c) => ({
          parentId: c.parent,
          parentType: "database",
        }),
      ],
      reloadProps: true,
    },
    alert: {
      type: "alert",
      alertType: "info",
      content: "This action will create an empty page by default. To add content, use the `pageContent` prop below.",
    },
    pageContent: {
      type: "string",
      label: "Page Content",
      description: "Content of the page. You can use Markdown syntax [See docs](https://www.notion.so/help/writing-and-editing-basics#markdown-&-shortcuts)",
      optional: true,
    },
  },
  async additionalProps() {
    const { properties } = await this.notion.retrieveDatabase(this.parent);
    const selectedProperties = pick(properties, this.propertyTypes);
    return this.buildAdditionalProps({
      properties: selectedProperties,
      meta: this.metaTypes,
    });
  },
  methods: {
    ...base.methods,
    /**
     * Builds a page from a parent database
     * @param parentDatabase - the parent database
     * @returns the constructed page in Notion format
     */
    buildPage(parentDatabase) {
      const meta = this.buildDatabaseMeta(parentDatabase);
      const properties = this.buildPageProperties(parentDatabase.properties);
      const children = this.createBlocks(this.pageContent);
      return {
        ...meta,
        properties,
        children,
      };
    },
  },
  async run({ $ }) {
    const MAX_BLOCKS = 100;
    const parentPage = await this.notion.retrieveDatabase(this.parent);
    const {
      children, ...page
    } = this.buildPage(parentPage);
    const response = await this.notion.createPage({
      ...page,
      children: children.slice(0, MAX_BLOCKS),
    });
    let remainingBlocks = children.slice(MAX_BLOCKS);
    while (remainingBlocks.length > 0) {
      await this.notion.appendBlock(response.id, remainingBlocks.slice(0, MAX_BLOCKS));
      remainingBlocks = remainingBlocks.slice(MAX_BLOCKS);
    }
    $.export("$summary", "Created page successfully");
    return response;
  },
};

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.

Label	Prop	Type	Description
Notion	`notion`	`app`	This component uses the Notion app.
Parent Database ID	`parent`	`string`	Select a value from the drop down menu.
Meta Types	`metaTypes`	`string[]`	Select a value from the drop down menu:`iconcover`
Property Types	`propertyTypes`	`string[]`	Select a value from the drop down menu.
Page Content	`pageContent`	`string`	Content of the page. You can use Markdown syntax See docs

Action Authentication#

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

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

Create Page from Database with Notion API on New Activity (Instant) from Clio API

Pipedream makes it easy to connect APIs for Notion, Clio and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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