Clio API Integration Profile
Information and guides about integrating with Clio API
Add Clio Integration to Your Product- Application URL:https://clio.com
Data Collections
| List | Find by Id | Search | Create | Update | Delete | |
|---|---|---|---|---|---|---|
| Activities | ||||||
| Contacts | ||||||
| Documents | ||||||
| Folders | ||||||
| Matters |
Missing collections or operations?You can add them using Connector Builder
Operations
You can subscribe to changes in data collections when data records are created, updated, or deleted. You can also subscribe to Clio-specific operations.
Explore 277 operations available in ClioIntegration Scenarios
Continuously Import Contacts to my App
Import Contacts and receive created/updated or deleted events
Works with:
- +28
Continuously Import Bills to my App
Import Bills and receive created/updated or deleted events
Works with:Create Note
Creates Note in any external application
Works with:
- +7
Get all Bills
Imports all Bills from any external application to your App.
Works with:Get all Activities
Imports all Activities from any external application to your App.
Works with:- +7
Update Activity
Updates Activity in any external application
Works with:- +7
