Clio Bank Transfers API
The Bank Transfers API from Clio — 1 operation(s) for bank transfers.
OpenAPI Specification
openapi: 3.0.0
info:
title: Clio API Documentation Activities Bank Transfers API
contact:
name: Clio API Support
email: api@clio.com
description: "# Developer Support and Feedback\n* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio's API Support team at [api@clio.com](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n"
version: v4
x-logo:
url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
description: US region Production Server
- url: https://eu.app.clio.com/api/v4
description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
description: Australia region Production Server
tags:
- name: Bank Transfers
description: ''
paths:
/bank_transfers/{id}.json:
get:
tags:
- Bank Transfers
summary: Return the data for a single BankTransfer
operationId: BankTransfer#show
description: Outlines the parameters, optional and required, used when requesting the data for a single BankTransfer
parameters:
- name: IF-MODIFIED-SINCE
in: header
description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp).
required: false
schema:
type: string
format: date
- name: IF-NONE-MATCH
in: header
description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed.
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the BankTransfer.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/BankTransfer_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'304':
description: Not Modified
components:
schemas:
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
Matter_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Matter*
etag:
type: string
description: ETag for the *Matter*
number:
type: integer
format: int32
description: The number given to the *Matter* within an account
display_number:
type: string
description: The reference and label of the *Matter*. Depending on the account's manual_matter_numbering setting, this is either read only (generated) or customizable.
custom_number:
type: string
description: User defined custom number of the *Matter*
currency:
type: object
description: Currency of the matter
description:
type: string
description: The detailed description of the *Matter*
status:
type: string
enum:
- Pending
- Open
- Closed
description: The current status of the *Matter*
location:
type: string
description: The location of the *Matter*
client_reference:
type: string
description: Client Reference string for external uses
client_id:
type: integer
format: int64
description: Client ID
billable:
type: boolean
description: Whether this matter is billable
maildrop_address:
type: string
description: A unique Maildrop email address for the matter
billing_method:
type: string
enum:
- flat
- contingency
- hourly
description: Billing method of this matter
open_date:
type: string
format: date
description: The date the matter was set to open (as a ISO-8601 date)
close_date:
type: string
format: date
description: The date the matter was set to closed (as a ISO-8601 date)
pending_date:
type: string
format: date
description: The date the matter was set to pending (as a ISO-8601 date)
created_at:
type: string
format: date-time
description: The time the *Matter* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Matter* was last updated (as a ISO-8601 timestamp)
shared:
type: boolean
description: Whether the matter is currently shared with Clio Connect
has_tasks:
type: boolean
description: Whether or not the matter has any tasks.
last_activity_date:
type: string
format: date
description: The greatest date out of all of the activities on the matter (as a ISO-8601 date)
matter_stage_updated_at:
type: string
format: date-time
description: The date the matter stage was last updated (as a ISO-8601 date)
Contact_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Contact*
etag:
type: string
description: ETag for the *Contact*
name:
type: string
description: The full name of the *Contact*
first_name:
type: string
description: First name of the Person
middle_name:
type: string
description: Middle name of the Person
last_name:
type: string
description: Last name of the Person
date_of_birth:
type: string
format: date
description: Date of birth
type:
type: string
enum:
- Company
- Person
description: The type of the *Contact*
created_at:
type: string
format: date-time
description: The time the *Contact* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Contact* was last updated (as a ISO-8601 timestamp)
prefix:
type: string
description: The prefix of the *Contact* (Mr, Mrs, etc)
title:
type: string
description: The designated title of the *Contact*
initials:
type: string
description: The initials of the *Contact*
clio_connect_email:
type: string
description: Clio Connect email if the *Contact* is a ClioConnect User
locked_clio_connect_email:
type: boolean
description: A boolean indicating if the ability to modify this *Contacts Clio connect email is locked.
client_connect_user_id:
type: integer
format: int64
description: The ID for the Clio Connect user associated with this *Contact*
primary_email_address:
type: string
description: The primary email address associated with this *Contact*.
secondary_email_address:
type: string
description: The secondary email address associated with this *Contact*.
primary_phone_number:
type: string
description: The primary phone number associated with this *Contact*.
secondary_phone_number:
type: string
description: The secondary phone number of the *Contact*.
ledes_client_id:
type: string
description: LEDES client id of the Contact
has_clio_for_clients_permission:
type: boolean
description: True if at least one resource has been shared with the contact using Clio for Clients.
is_client:
type: boolean
description: Whether or not the Contact is a client
is_clio_for_client_user:
type: boolean
description: Whether or not this contact has client_login and client_user (can be created due to addition to client portal or client_share_permissions)
is_co_counsel:
type: boolean
description: Whether or not the Contact has matters shared as co-counsel
is_bill_recipient:
type: boolean
description: Whether the Contact is a bill recipient on at least one matter.
sales_tax_number:
type: string
description: The sales tax number of the *Contact*
currency:
type: object
description: Currency of the *Contact*
BankTransfer_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/BankTransfer'
BankTransfer_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *BankTransfer*
etag:
type: string
description: ETag for the *BankTransfer*
amount:
type: number
format: double
description: The amount of the transfer.
date:
type: string
format: date-time
description: The date of the transfer.
description:
type: string
description: The description of the transfer.
primary_authorizer:
type: string
description: The primary authorizer of the transfer.
secondary_authorizer:
type: string
description: The secondary authorizer of the transfer.
created_at:
type: string
format: date-time
description: The time the *BankTransfer* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *BankTransfer* was last updated (as a ISO-8601 timestamp)
BankAccount_base:
type: object
properties:
account_number:
type: string
description: The account number for *BankAccount*
balance:
type: number
format: double
description: The current balance of the *BankAccount*
bank_transactions_count:
type: integer
format: int32
description: The number of bank transactions associated with the account.
clio_payment_page_link:
type: string
description: Link to Single Payment Page which allows to transfer funds without logging in.
clio_payment_page_qr_code:
type: string
description: A QR code that links to a Single Payment Page which allows to transfer funds without logging in.
clio_payments_enabled:
type: boolean
description: Whether the bank account is connected to Clio Payments
controlled_account:
type: boolean
description: Whether is a controlled account
created_at:
type: string
format: date-time
description: The time the *BankAccount* was created (as a ISO-8601 timestamp)
currency:
type: string
description: The currency type of the *BankAccount*
currency_symbol:
type: string
description: The currency symbol of the *BankAccount*
currency_id:
type: number
format: double
description: The currency ID of the *BankAccount*
default_account:
type: boolean
description: Whether it is the default account
domicile_branch:
type: string
description: The name of the branch where the account was opened
etag:
type: string
description: ETag for the *BankAccount*
general_ledger_number:
type: string
description: General ledger number
holder:
type: string
description: The name of the person or business that owns the *BankAccount*
id:
type: integer
format: int64
description: Unique identifier for the *BankAccount*
institution:
type: string
description: The financial institution where the *BankAccount* is registered
name:
type: string
description: The name of the *BankAccount*
swift:
type: string
description: A unique identification code for the financial institution
transit_number:
type: string
description: Transit number for the bank account branch
type:
type: string
enum:
- Operating
- Trust
description: The type of the *BankAccount*
updated_at:
type: string
format: date-time
description: The time the *BankAccount* was last updated (as a ISO-8601 timestamp)
ErrorDetail:
type: object
required:
- type
- message
properties:
type:
type: string
description: Unique name for this error
message:
type: string
description: Detailed message about the error
BankTransfer:
allOf:
- $ref: '#/components/schemas/BankTransfer_base'
- type: object
properties:
client:
$ref: '#/components/schemas/Contact_base'
description: Contact
destination_account:
$ref: '#/components/schemas/BankAccount_base'
description: BankAccount
matter:
$ref: '#/components/schemas/Matter_base'
description: Matter
source_account:
$ref: '#/components/schemas/BankAccount_base'
description: BankAccount
x-tagGroups:
- name: Api
tags:
- Custom Actions
- Webhooks
- name: Activities
tags:
- Activities
- Activity Descriptions
- Activity Rates
- Expense Categories
- Timers
- Utbms Codes
- Utbms Sets
- name: Accounting
tags:
- Bank Accounts
- Bank Transactions
- Bank Transfers
- name: Billing
tags:
- Bills
- Billable Clients
- Billable Matters
- Bill Themes
- Interest Charges
- Line Items
- Outstanding Client Balances
- name: Calendars
tags:
- Calendars
- Calendar Entries
- Calendar Entry Event Types
- Calendar Visibilities
- Reminders
- name: Clio Payments
tags:
- Clio Payments Links
- Clio Payments Payments
- name: Communications
tags:
- Communications
- Conversations
- Conversation Messages
- name: Contacts
tags:
- Contacts
- Email Addresses
- Phone Numbers
- Notes
- Log Entries
- name: Court Rules
tags:
- Jurisdictions To Triggers
- Jurisdictions
- Matter Dockets
- Service Types
- name: Custom Fields
tags:
- Custom Fields
- Custom Field Sets
- name: Documents
tags:
- Documents
- Document Versions
- Folders
- Document Archives
- Document Automations
- Document Categories
- Document Templates
- Comments
- name: In-app Notifications
tags:
- My Events
- Event Metrics
- name: Matters
tags:
- Matters
- Relationships
- Clients
- Related Contacts
- Matter Contacts
- Notes
- Practice Areas
- Log Entries
- Matter Stages
- Medical Records Details
- Medical Records
- Medical Bills
- Damages
- name: Payments
tags:
- Allocations
- Credit Memos
- name: Reporting
tags:
- Reports
- Report Presets
- Report Schedules
- name: Settings
tags:
- Text Snippets
- Billing Settings
- Currencies
- Tax Rate Configurations
- name: Tasks
tags:
- Tasks
- Task Templates
- Task Template Lists
- Task Types
- name: Trust
tags:
- Trust Line Items
- Trust Requests
- name: Users
tags:
- Users
- Groups
- name: Legal Aid US
tags:
- Grants
- Grant Funding Sources
- name: Legal Aid England & Wales
tags:
- Civil Controlled Rates
- Civil Certificated Rates
- Criminal Controlled Rates
- Expense Categories