Clio

Legal software

Integrate the Clio API with the Amazon SES API

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

Create Email Template with Amazon SES API on Bill State Updated (Instant) from Clio API
Clio + Amazon SES
 
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Create Email Template with Amazon SES API on New Activity (Instant) from Clio API
Clio + Amazon SES
 
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Create Email Template with Amazon SES API on New Document (Instant) from Clio API
Clio + Amazon SES
 
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Get Email Template with Amazon SES API on Bill State Updated (Instant) from Clio API
Clio + Amazon SES
 
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Get Email Template with Amazon SES API on New Activity (Instant) from Clio API
Clio + Amazon SES
 
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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 Email Template with the Amazon SES API

Create a HTML or a plain text email template. See the docs

 
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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 Email Template with the Amazon SES API

Get an email template. See the docs

 
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Create New Task with the Clio API

Creates a new task in Clio. See the documentation

 
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Send Email with the Amazon SES API

Send an email using Amazon SES. Supports simple email messaging. See the docs

 
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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 Amazon SES

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Connect Amazon SES

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module.exports = defineComponent({
  props: {
    amazon_ses: {
      type: "app",
      app: "amazon_ses",
    }
  },
  async run({steps, $}) {
    const AWS = require("aws-sdk")
    const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
    
    const ses = new AWS.SES({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    const sesParams = {
      Destination: {
        ToAddresses: ["<your email here>"],
      }, 
      Message: {
        Body: {
          Html: {
            Charset: "UTF-8", 
            Data: "<h1>This is a test</h1>",
          }, 
            Text: {
            Charset: "UTF-8", 
            Data: "This is a test",
          }
        }, 
        Subject: {
          Charset: "UTF-8", 
          Data: "Test email",
        }
      },
      Source: "<your from address here", 
    };
    
    this.resp = await ses.sendEmail(sesParams).promise()
  },
})