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Clio Custom Actions API

In Clio, applications can create custom actions in our interface. Links are unique across an application, user, location in the UI (`ui_reference`) and label. When the user clicks on a custom action, Clio will open a new browser tab at the `target_url`.Clio will add a few URL parameters to the `target_url`, including the custom action ID, the ID of the user who clicked the link and the URL of the object(s) which the link was clicked on. The third party application must then look up the relevant OAuth token associated with the user and custom action, and make an authenticated request to the `subject_url`. This request both lets you validate the request was made by who you expected, that they have access to the record and lets you pull down any extra information you may need.Currently supported for: Activities, Contacts, Documents and Matters## Security### Confirming a User's ActionAs custom actions require an unauthorized GET request, which can be faked, Clio has provided a way to validate that a user has actually performed an action.When a request is sent to the URL specified on the custom action, we will include a `custom_action_nonce` parameter. If you send us back the `custom_action_nonce` in your next request to the API, Clio will use it to validate that the user who clicked the custom action matches your oauth token request. If no match is made, an error will be returned.

Clio Custom Actions API is one of 85 APIs that Clio publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Custom Actions. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and authentication docs.

This API exposes 5 operations across 2 paths, and defines 6 schemas. It is described by OpenAPI 3.2.0, at version v4.

Requests are made against 4 base URLs: https://app.clio.com/api/v4, https://eu.app.clio.com/api/v4, https://ca.app.clio.com/api/v4, https://au.app.clio.com/api/v4.

5 operations 2 paths 6 schemas 1 DELETE2 GET1 PATCH1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
v4
Base URL
https://app.clio.com/api/v4
Resource Areas
1

Paths & Operations 5

Across 2 paths, the API surfaces 5 operations — 1 DELETE, 2 GET, 1 PATCH, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Custom Actions 5

In Clio, applications can create custom actions in our interface. Links are unique across an application, user, location in the UI (uireference) and label. When the user clicks on…

GET
/custom_actions.json
Return the data for all CustomActions
CustomAction#index 7 params → 200400401403429
POST
/custom_actions.json
Create a new CustomAction
CustomAction#create 2 params body → 201400403404422401429
GET
/custom_actions/{id}.json
Return the data for a single CustomAction
CustomAction#show 5 params → 200400403404401429304
PATCH
/custom_actions/{id}.json
Update a single CustomAction
CustomAction#update 4 params body → 200400403404422401429412
DELETE
/custom_actions/{id}.json
Delete a single CustomAction
CustomAction#destroy 2 params → 204403

Schemas 6

The contract defines 6 schemas that model the data the API accepts and returns. The most detailed are CustomAction_base (7 properties), ErrorDetail (2 properties), Error (1 property), CustomAction_Show (1 property). Each schema is shown below with its type and property counts.

CustomAction_base
object
7 properties
CustomAction_List
object
1 property 1 required
ErrorDetail
object
2 properties 2 required
CustomAction_Show
object
1 property 1 required
Error
object
1 property 1 required
CustomAction

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

clio-custom-actions-api-openapi.yml Raw ↑

Other APIs Clio publishes across the network.

Clio Webhooks
Clio App Directory
Clio Activities API
Clio Activity Descriptions API
Clio Activity Rates API
Clio Allocations API
Clio Bank Accounts API
Clio Bank Transactions API
Clio Bank Transfers API
Clio Bill Themes API
Clio Billable Clients API
Clio Billable Matters API
Where this information came from

This is an independent, third-party profile of Clio Custom Actions API, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

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Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.

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