Clio Clio Payments Links API

The Clio Payments Links API from Clio — 2 operation(s) for clio payments links.

Operations 4

GET /clio_payments/links.json Return the data for all ClioPaymentsLinks #
POST /clio_payments/links.json Create a new ClioPaymentsLink #
GET /clio_payments/links/{id}.json Return the data for a single ClioPaymentsLink #
PATCH /clio_payments/links/{id}.json Update a single ClioPaymentsLink #

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OpenAPI Specification

clio-clio-payments-links-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Clio API Documentation Activities Clio Payments Links 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: Clio Payments Links
  description: ''
paths:
  /clio_payments/links.json:
    get:
      tags:
      - Clio Payments Links
      summary: Return the data for all ClioPaymentsLinks
      operationId: ClioPaymentsLink#index
      description: Outlines the parameters, optional and required, used when requesting the data for all ClioPaymentsLinks
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: active
        in: query
        description: Filter ClioPaymentsLink records based on whether or not they have expired.
        required: false
        schema:
          type: boolean
      - name: created_since
        in: query
        description: Filter ClioPaymentsLink records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp).
        required: false
        schema:
          type: string
          format: date-time
      - 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: ids[]
        in: query
        description: Filter ClioPaymentsLink records to those having the specified unique identifiers.
        required: false
        schema:
          type: integer
          format: int64
      - name: limit
        in: query
        description: 'A limit on the number of ClioPaymentsLink records to be returned. Limit can range between 1 and 200. Default: `200`.'
        required: false
        schema:
          type: integer
          format: int32
      - name: page_token
        in: query
        description: A token specifying which page to return.
        required: false
        schema:
          type: string
      - name: updated_since
        in: query
        description: Filter ClioPaymentsLink records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp).
        required: false
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/ClioPaymentsLink_List'
        '400':
          description: Bad Request
          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'
        '403':
          description: Forbidden
          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'
    post:
      tags:
      - Clio Payments Links
      summary: Create a new ClioPaymentsLink
      operationId: ClioPaymentsLink#create
      description: Outlines the parameters and data fields used when creating a new ClioPaymentsLink
      parameters:
      - 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
      responses:
        '201':
          description: Created
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/ClioPaymentsLink_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'
        '422':
          description: Unprocessable Entity
          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'
      requestBody:
        description: Request Body for Links
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    amount:
                      type: number
                      format: double
                      description: The amount to be paid. If not provided, the client will be able to specify an amount.
                    currency:
                      type: string
                      description: The currency the payment will be processed in. The supported currency depends on the account's location ('USD' for a US account). The currency must be a valid ISO 4217 currency code.
                    description:
                      type: string
                      description: Only applicable for a direct payment. A short description of the purpose of the payment. Max 255 characters.
                    destination_account:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The ID of the bank account that the payment will be deposited into.
                      required:
                      - id
                    destination_contact:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: Only applicable for a direct payment. The contact that the payment will be associated with. If not defined, and the payment is collecting an unallocated balance, then the payment can be associated with a contact manually within Manage after it has been made.
                    duration:
                      type: integer
                      format: int64
                      description: The amount of time, in seconds, that the payment link will be active for. The maximum allowed value is '7776000' (90 days in seconds).
                    email_address:
                      type: string
                      description: Pre-fills the relevant field for the client when filling out their details in the payment link.
                    is_allocated_as_revenue:
                      type: boolean
                      description: Only applicable for a direct payment. If true, the payment will be allocated as revenue. If false, the payment will be collected as an unallocated balance. Payments into trust can not be allocated as revenue. Defaults to false.
                    subject:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The ID of the record associated with the payment link.
                        type:
                          type: string
                          enum:
                          - BankAccount
                          - Bill
                          - Contact
                          description: 'The type of the record associated with the payment link. The type of record determines the behavior of the payment link.


                            Type of subject object:

                            * ''BankAccount'' results in a payment link for a direct payment.

                            * ''Bill'' results in a payment link for paying an existing invoice or trust request.

                            * ''Contact'' results in a payment link for paying the outstanding invoices of a contact.

                            '
                      required:
                      - id
                      - type
                  required:
                  - currency
                  - description
                  - destination_account
                  - duration
                  - subject
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    amount:
                      type: number
                      format: double
                      description: The amount to be paid. If not provided, the client will be able to specify an amount.
                    currency:
                      type: string
                      description: The currency the payment will be processed in. The supported currency depends on the account's location ('USD' for a US account). The currency must be a valid ISO 4217 currency code.
                    description:
                      type: string
                      description: Only applicable for a direct payment. A short description of the purpose of the payment. Max 255 characters.
                    destination_account:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The ID of the bank account that the payment will be deposited into.
                      required:
                      - id
                    destination_contact:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: Only applicable for a direct payment. The contact that the payment will be associated with. If not defined, and the payment is collecting an unallocated balance, then the payment can be associated with a contact manually within Manage after it has been made.
                    duration:
                      type: integer
                      format: int64
                      description: The amount of time, in seconds, that the payment link will be active for. The maximum allowed value is '7776000' (90 days in seconds).
                    email_address:
                      type: string
                      description: Pre-fills the relevant field for the client when filling out their details in the payment link.
                    is_allocated_as_revenue:
                      type: boolean
                      description: Only applicable for a direct payment. If true, the payment will be allocated as revenue. If false, the payment will be collected as an unallocated balance. Payments into trust can not be allocated as revenue. Defaults to false.
                    subject:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The ID of the record associated with the payment link.
                        type:
                          type: string
                          enum:
                          - BankAccount
                          - Bill
                          - Contact
                          description: 'The type of the record associated with the payment link. The type of record determines the behavior of the payment link.


                            Type of subject object:

                            * ''BankAccount'' results in a payment link for a direct payment.

                            * ''Bill'' results in a payment link for paying an existing invoice or trust request.

                            * ''Contact'' results in a payment link for paying the outstanding invoices of a contact.

                            '
                      required:
                      - id
                      - type
                  required:
                  - currency
                  - description
                  - destination_account
                  - duration
                  - subject
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    amount:
                      type: number
                      format: double
                      description: The amount to be paid. If not provided, the client will be able to specify an amount.
                    currency:
                      type: string
                      description: The currency the payment will be processed in. The supported currency depends on the account's location ('USD' for a US account). The currency must be a valid ISO 4217 currency code.
                    description:
                      type: string
                      description: Only applicable for a direct payment. A short description of the purpose of the payment. Max 255 characters.
                    destination_account:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The ID of the bank account that the payment will be deposited into.
                      required:
                      - id
                    destination_contact:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: Only applicable for a direct payment. The contact that the payment will be associated with. If not defined, and the payment is collecting an unallocated balance, then the payment can be associated with a contact manually within Manage after it has been made.
                    duration:
                      type: integer
                      format: int64
                      description: The amount of time, in seconds, that the payment link will be active for. The maximum allowed value is '7776000' (90 days in seconds).
                    email_address:
                      type: string
                      description: Pre-fills the relevant field for the client when filling out their details in the payment link.
                    is_allocated_as_revenue:
                      type: boolean
                      description: Only applicable for a direct payment. If true, the payment will be allocated as revenue. If false, the payment will be collected as an unallocated balance. Payments into trust can not be allocated as revenue. Defaults to false.
                    subject:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The ID of the record associated with the payment link.
                        type:
                          type: string
                          enum:
                          - BankAccount
                          - Bill
                          - Contact
                          description: 'The type of the record associated with the payment link. The type of record determines the behavior of the payment link.


                            Type of subject object:

                            * ''BankAccount'' results in a payment link for a direct payment.

                            * ''Bill'' results in a payment link for paying an existing invoice or trust request.

                            * ''Contact'' results in a payment link for paying the outstanding invoices of a contact.

                            '
                      required:
                      - id
                      - type
                  required:
                  - currency
                  - description
                  - destination_account
                  - duration
                  - subject
        required: false
  /clio_payments/links/{id}.json:
    get:
      tags:
      - Clio Payments Links
      summary: Return the data for a single ClioPaymentsLink
      operationId: ClioPaymentsLink#show
      description: Outlines the parameters, optional and required, used when requesting the data for a single ClioPaymentsLink
      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 ClioPaymentsLink.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/ClioPaymentsLink_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
    patch:
      tags:
      - Clio Payments Links
      summary: Update a single ClioPaymentsLink
      operationId: ClioPaymentsLink#update
      description: Outlines the parameters and data fields used when updating a single ClioPaymentsLink
      parameters:
      - name: IF-MATCH
        in: header
        description: The server will update the requested resource and send back a 200 status, but only if value in the header matches the existing resource's [ETag](#section/ETags).
        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 ClioPaymentsLink.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/ClioPaymentsLink_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'
        '422':
          description: Unprocessable Entity
          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'
        '412':
          description: Precondition Failed
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
      requestBody:
        description: Request Body for Links
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    expired:
                      type: boolean
                      description: Setting this will update the payment link to be immediately expired.
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    expired:
                      type: boolean
                      description: Setting this will update the payment link to be immediately expired.
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    expired:
                      type: boolean
                      description: Setting this will update the payment link to be immediately expired.
        required: false
components:
  schemas:
    ClioPaymentsLink_List:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          description: ClioPaymentsLink List Response
          items:
            $ref: '#/components/schemas/ClioPaymentsLink'
    ClioPaymentsLink_base:
      type: object
      properties:
        active:
          type: boolean
          description: Whether or not the payment link is active.
        amount:
          type: number
          format: double
          description: The defined amount of the payment link, if set.
        created_at:
          type: string
          format: date-time
          description: The time the *ClioPaymentsLink* was created (as a ISO-8601 timestamp)
        currency:
          type: string
          description: The currency the payment link will collect.
        description:
          type: string
          description: The defined description of the payment link, if set.
        email_address:
          type: string
          description: The email address to pre-fill the field on the the payment link, if set.
        etag:
          type: string
          description: ETag for the *ClioPaymentsLink*
        expires_at:
          type: string
          format: date-time
          description: The ISO 8601 date and time the payment link will expire.
        id:
          type: integer
          format: int64
          description: Unique identifier for the *ClioPaymentsLink*
        is_allocated_as_revenue:
          type: boolean
          description: Whether the payment link is allocated as revenue.
        redirect_url:
          type: string
          description: The URL to redirect the client to after the payment has been made.
        url:
          type: string
          description: The URL of the payment link.
    ClioPaymentsLink:
      allOf:
      - $ref: '#/components/schemas/ClioPaymentsLink_base'
      - type: object
        properties:
          bank_account:
            $ref: '#/components/schemas/BankAccount_base'
            description: BankAccount
          bill:
            $ref: '#/components/schemas/Bill_base'
            description: Bill
          clio_payments_payment:
            $ref: '#/components/schemas/ClioPaymentsPayment_base'
            description: ClioPaymentsPayment
          contact:
            $ref: '#/components/schemas/Contact_base'
            description: Contact
          destination_account:
            $ref: '#/components/schemas/BankAccount_base'
            description: BankAccount
          destination_contact:
            $ref: '#/components/schemas/Contact_base'
            description: Contact
    Bill_base:
      type: o

# --- truncated at 32 KB (48 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-clio-payments-links-api-openapi.yml