Clio
Clio is legal practice management software — client contacts, matters, and the time and expense entries that get billed against them.
Authentication
- OAuth 2.0
Actions
Generic API request. Call any Clio API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.
- Get contactFetch one Clio contact (a person or a company) by id to read its details before linking it to a matter or an activity.
- Get current userGet the Clio user the connection is authenticated as (GET users/whoami.json).
- List activitiesList Clio activities (GET activities.json), with optional limit and free-text query.
- List contactsList Clio contacts (GET contacts.json), with optional limit and free-text query.
- List mattersList Clio matters (GET matters.json), with optional limit and free-text query.
Triggers
- Activity created or updated (webhook)Starts when a time entry, expense entry, or other billing activity is created or updated in the connected Clio account, delivered by a webhook instead of polling.
- Contact created or updated (webhook)Starts when a contact is created or updated in the connected Clio account, delivered by a webhook instead of polling.
- Matter created or updated (webhook)Starts when a legal matter is created or updated in the connected Clio account, delivered by a webhook instead of polling.
- New or updated activityStarts when a time entry, expense entry, or other billing activity is created or updated in the connected Clio account.
- New or updated contactStarts when a contact is created or updated in the connected Clio account.
- New or updated matterStarts when a legal matter is created or updated in the connected Clio account.
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