Update Matter with Clio API on New Item in Feed from RSS API

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New Item in Feed from the RSS API

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Update Matter with the Clio API

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Getting Started#

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

Select this integration
Configure the New Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Update Matter action
1. Connect your Clio account
2. Select a Matter ID
3. Optional- Select a Client ID
4. Optional- Configure Description
5. Optional- Configure Close Date
6. Optional- Configure Client Reference
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.6

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.6",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Update Matter on Clio

Description:Updates an existing matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#update)

Version:0.0.1

Key:clio-update-matter

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.

Action Code#

import app from "../../clio.app.mjs";

export default {
  key: "clio-update-matter",
  name: "Update Matter",
  description: "Updates an existing matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#update)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    matterId: {
      propDefinition: [
        app,
        "matterId",
      ],
    },
    clientId: {
      optional: true,
      propDefinition: [
        app,
        "clientId",
      ],
    },
    description: {
      optional: true,
      propDefinition: [
        app,
        "description",
      ],
    },
    closeDate: {
      optional: true,
      propDefinition: [
        app,
        "closeDate",
      ],
    },
    clientReference: {
      propDefinition: [
        app,
        "clientReference",
      ],
    },
  },
  methods: {
    updateMatter({
      matterId, ...args
    } = {}) {
      return this.app.patch({
        path: `/matters/${matterId}`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      updateMatter,
      matterId,
      clientId,
      description,
      closeDate,
      clientReference,
    } = this;

    const response = await updateMatter({
      $,
      matterId,
      data: {
        data: {
          ...(clientId && {
            client: {
              id: clientId,
            },
          }),
          description,
          close_date: closeDate,
          client_reference: clientReference,
        },
      },
    });

    $.export("$summary", `Successfully updated matter with ID \`${response.data.id}\``);
    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
Clio	`app`	`app`	This component uses the Clio app.
Matter ID	`matterId`	`string`	Select a value from the drop down menu.
Client ID	`clientId`	`string`	Select a value from the drop down menu.
Description	`description`	`string`	A description of the matter or task.
Close Date	`closeDate`	`string`	Date the Matter was set to closed. (Expects an ISO-8601 date). Eg. `2021-01-01`
Client Reference	`clientReference`	`string`	Client Reference string for external uses.

Action 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: