Clio API Integrations
Build and run workflows using the Clio API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
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.
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}`,
},
})
},
})
Choose an API to Connect with Clio API#
1-24of2,000+apps by most popular
Example Use Cases#
Time Tracking Automation: Automatically log billable hours in Clio when a timer is stopped in a time tracking app like Toggl. This workflow could check for new time entries in Toggl and create corresponding time entries in Clio, ensuring accurate and up-to-date billing records.
New Client Onboarding: Streamline the process of adding new clients to Clio by triggering an automation when a new client form is submitted through a service like Typeform. The workflow can create a new matter in Clio, generate a welcome email via Gmail or SendGrid, and schedule an initial consultation in Google Calendar.
Document Management Sync: Keep all legal documents in sync between Clio and cloud storage services like Dropbox or Google Drive. Whenever a document is uploaded to a specific case folder in the cloud service, the workflow would create a link in the corresponding matter in Clio, keeping case-related documents organized and accessible.
Popular Clio 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
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:
- authorization
GEThttps://app.clio.com/oauth/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://app.clio.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://app.clio.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}