n8n-nodes-clioapi

This is an n8n community node that integrates with Clio, a legal practice management platform.

n8n is a fair-code licensed workflow automation platform.

Installation · Credentials · Resources · Trigger · Compatibility

Installation

Follow the installation guide in the n8n community nodes documentation.

1. Go to Settings > Community Nodes
2. Select Install
3. Enter n8n-nodes-clioapi
4. Agree to the risks and select Install

Credentials

This node authenticates via OAuth2. You will need to:

1. Register an application at the Clio Developer Portal
2. Set the OAuth callback URL to your n8n instance's callback URL (shown in the credential setup screen)
3. Copy your Client ID and Client Secret into the n8n credential
4. Select your Region (United States, Canada, Europe, or Australia)

The credential test verifies connectivity using the /users/who_am_i endpoint.

Resources

The Clio node supports the following resources and operations:

| Resource | Operations | |---|---| | Activity | Create, Delete, Get, Get Many, Update | | Bill | Get, Get Many, Update | | Calendar Entry | Create, Delete, Get, Get Many, Update | | Communication | Create, Delete, Get, Get Many, Update | | Contact | Create, Delete, Get, Get Many, Update | | Custom Field | Create, Delete, Get, Get Many, Update | | Document | Create, Delete, Download, Get, Get Many, Update | | Folder | Create, Delete, Get, Get Many, Update | | Matter | Create, Delete, Get, Get Many, Update | | Note | Create, Delete, Get, Get Many, Update | | Relationship | Create, Delete, Get, Get Many, Update | | Task | Create, Delete, Get, Get Many, Update | | User | Get, Get Many, Get Current |

All GET operations return rich data by default using Clio's fields parameter (not just id and etag).

Dynamic dropdown lookups are available for Contacts, Matters, and Users.

Trigger

The Clio Trigger node listens for real-time webhook events from Clio. Supported models:

Activity, Bill, Calendar Entry, Clio Payment, Communication, Contact, Document, Folder, Matter, Task

Supported events: created, updated, deleted, matter_opened, matter_closed, matter_pended

The trigger automatically handles webhook creation, handshake verification, and cleanup.

Compatibility

Tested with n8n version 1.x. Requires n8n Nodes API version 1.

License

MIT