ESB connector scenario - Integrating Clio with Zoho CRM, SimpleNote, Gmail and Zoho Books
Clio is a law
practice and legal case management software which facilitates easy legal case
·Clio helps lawyers connect with cases and its important
·This cloud application helps relevant authorities to
access cases, documents, bills, invoices and etc from anywhere and at any time.
·It also facilitates task handling mechanisms for matters.
·Task creation, update and completion notification can be
stored in Clio and could be notified to relevant authorities.
In describing the business scenario of Clio, it can be divided into sections such as Matter Initiation, Task Handling, Invoicing and Legal Document Handling as shown below:
Prerequisite: Contacts who need legal assistance should have it mentioned in the description column in ZohoCRM as an offline ESB task.
3.1 Matter Initiation
·Create contacts either directly in Clio API or create
contacts in Clio API by retrieving selected contacts (daily) that need legal
assistance from ZohoCRM API. (Check the existence of contacts before creating
them in Clio API.
·Create a tag for the contact associated with a legal
matter (created above) in Simple Note API.
·Add contact’s legal matter under the above created
tag as a note in SimpleNote, which is an offline process.
·To proceed with a legal case, tag a Note as
“Selected” in SimpleNote API and create it as a Matter in the Clio API. (A tag named as “selected”
should be created in SimpleNote offline. This tag will be used to tag notes as
Advantages of integrating with ZohoCRM API
·ZohoCRM is a customer relationship management software, which
could be used for managing deals and its progress.
Advantages of integrating with SimpleNote API
·Simple Note can be used to keep in track of notes and its progress.
·Send notification to task assignee using the Gmail
API when a task is created or updated in the Clio API.
·Once the assignee mark the task as completed in the
Clio API, send a mail to the assigner using the Gmail API, notifying the task
Advantages of integrating with Gmail API
·Gmail can be used to send emails or notification as emails to
bills awaiting payment from the Clio API.
if the client exists in the ZohoBooks API, if not create the client in the
invoices in the ZohoBooks API and email invoices to the client.
Advantages of integrating with ZohoBooks API
· Zohobooks is an online
accounting application which can be used to keep in track of bills, invoices,
payments and etc.
Re: ESB connector scenario - Integrating Clio with Zoho CRM, SimpleNote, Gmail and Zoho Books
Please find the methods which will implement under each connector:
Clio Connector createContact - Create a new Person or Company as a Contact.
getContact - Get a Contact (Person or Company) by ID.
listContacts - List all Contacts.
updateContact - Update an exsiting Contact.
createMatter - Create a new Matter (Case matter for a Contact).
getMatter - Get a Matter by ID.
listMatters - List all Matters.
createTask - Create a new Task for a Contact or Matter.
getTask - Get a Task by ID.
listTasks - List all Tasks.
updateTask - Update an exsiting Task.
getBill - Get a Bill by ID.
listBills - Get all Bills by ID.
getUser - Get a User by ID.
SimpleNote Connector createTag - Creates a new tag
getTag - Retrieves details of a given tag
createNote - Creates a new note
updateNote - Update details of an existing note
getNote - Retrieves details of a given note
listNoteIndexes - Returns a JSON object with a count of the number of note objects and an array of the note objects themselves.