Clio

Legal software

Integrate the Clio API with the ServiceNow API

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

Create Table Record with ServiceNow API on Bill State Updated (Instant) from Clio API
Clio + ServiceNow
 
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Create Table Record with ServiceNow API on New Activity (Instant) from Clio API
Clio + ServiceNow
 
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Create Table Record with ServiceNow API on New Document (Instant) from Clio API
Clio + ServiceNow
 
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Get Table Record By SysId with ServiceNow API on Bill State Updated (Instant) from Clio API
Clio + ServiceNow
 
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Get Table Record By SysId with ServiceNow API on New Activity (Instant) from Clio API
Clio + ServiceNow
 
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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 Document (Instant) from the Clio API

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

 
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Create Table Record with the ServiceNow API

Inserts one record in the specified table.

 
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Create New Matter with the Clio API

Creates a new matter in Clio. See the documentation

 
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Get Table Record By SysId with the ServiceNow API

Retrieves the record identified by the specified sys_id from the specified table.

 
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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

 
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Get Table Records with the ServiceNow API

Retrieves multiple records for the specified table.

 
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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 ServiceNow

The ServiceNow API lets developers access and manipulate records, manage workflows, and integrate with other services on its IT service management platform. These capabilities support automating tasks, syncing data across platforms, and boosting operational efficiencies.

Connect ServiceNow

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    servicenow: {
      type: "app",
      app: "servicenow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.servicenow.$auth.instance_name}.service-now.com/api/now/table/incident`,
      headers: {
        Authorization: `Bearer ${this.servicenow.$auth.oauth_access_token}`,
      },
    })
  },
})