Use OAuth 2.0 with the required scope saas/location.read to securely access data from Clio via the Snapshots API.
Clio connects to the Snapshots API using OAuth 2.0 tokens to authorize requests and keep data secure.
GET /locations and related endpoints are available to support location syncing. Endpoint availability may vary; use those applicable to your workflow.
Trigger: When a location is created or updated in Snapshots API, update or create the corresponding Clio contact record.
Actions: Create/Update Clio contacts with location fields; attach metadata such as last_seen and address.
GET /locations
location_id, name, address, last_updated
Trigger: When a matter is created or updated in Clio, create or update a snapshot entry.
Actions: Create/Update Snapshots for matters; map matter fields like title, status, and due date.
GET /matters
matter_id, title, status, due_date
Trigger: When an activity is created or updated in Snapshots, push to Clio activities.
Actions: Create/Update Clio activities, linked to matters or contacts.
GET /activities
activity_id, type, date, notes
Faster, no-code automation between Clio and Snapshots API
Automated data syncing reduces manual data entry and errors
A unified client history across your ERP, CRM, and case management data
This section defines terms and explains how data flows between Snapshots API and Clio in a no-code setup.
An interface that lets apps communicate and share data.
A callback URL that receives real-time notifications of events.
The authorization framework used to obtain access tokens securely.
A defined URL path to access a resource in an API.
Auto-create or update client records in Clio as new locations or matters are created in Snapshots API, ensuring a complete client profile from the start.
Push matter status changes from Clio to Snapshots to keep dashboards current.
Link locations to client addresses in Clio for faster lookup.
Complete OAuth 2.0 flow to grant access between Clio and Snapshots API.
Plug in API endpoints and map fields between systems.
Run tests, validate mappings, and roll out automation.
The Snapshots API exposes endpoints to access and manipulate data related to locations, matters, and activities. It enables seamless data flow between Snapshots and Clio.
Authentication is done via OAuth 2.0. You will obtain access tokens with the required scopes (saas/location.read).
Endpoints include GET /locations and others to be defined. You can configure which endpoints to use based on your workflow.
No code is possible using Zapier-like flows and webhooks, but some setup is required for mappings and triggers.
The connection uses standard web security practices, token-based auth, and encrypted transmission.
Yes. Field mappings can be customized in the app settings to fit your data model.
Logs and error details are available in the connector dashboard and via webhooks.
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Complete Operations Catalog - 126 Actions & Triggers
