Clio

Legal software

Integrate the Clio API with the Microsoft Teams API

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

Create Channel with Microsoft Teams API on Bill State Updated (Instant) from Clio API
Clio + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Activity (Instant) from Clio API
Clio + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Document (Instant) from Clio API
Clio + Microsoft Teams
 
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Create New Matter with Clio API on New Channel from Microsoft Teams API
Microsoft Teams + Clio
 
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Create New Matter with Clio API on New Channel Message from Microsoft Teams API
Microsoft Teams + Clio
 
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Bill State Updated (Instant) from the Clio API

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

 
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New Activity (Instant) from the Clio API

Emit new event when a new activity is created in Clio. See the documentation

 
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New Channel from the Microsoft Teams API

Emit new event when a new channel is created within a team

 
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New Document (Instant) from the Clio API

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

 
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New Channel Message from the Microsoft Teams API

Emit new event when a new message is posted in a channel

 
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Create Channel with the Microsoft Teams API

Create a new channel in Microsoft Teams. See the docs here

 
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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
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List Channels with the Microsoft Teams API

Lists all channels in a Microsoft Team. See the docs here

 
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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

 
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List Shifts with the Microsoft Teams API

Get the list of shift instances for a team. See the documentation

 
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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

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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}`,
      },
    })
  },
})

Overview of Microsoft Teams

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Connect Microsoft Teams

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_teams: {
      type: "app",
      app: "microsoft_teams",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_teams.$auth.oauth_access_token}`,
      },
    })
  },
})