Clio Custom Field Sets API

openapi: 3.2.0
info:
  title: Clio API Documentation Custom Field Sets API
  contact:
    name: Clio API Support
    email: api@clio.com
  description: '# Developer Support and Feedback

    * 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.

    * For business and partnership inquiries, contact our API Partnerships team at api.partnerships@clio.com.

    * For best practices and tips from the Clio development community, join the conversation in the Clio Developer Slack Channel.


    A community-driven Clio Developers Stack Overflow Group also exists where you can connect and ask questions from other Clio API users.

    # Getting Started

    > **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).

    >

    > Likewise, the developer portal is available at region-specific links for the Australia, Canada, EU, and US regions.

    >

    > 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.


    To start building on the Clio API, you’ll need a Clio account – you can review our Developer Handbook and follow the steps to sign up for an account.


    Once you have an account, you can create a developer application from the Developer Portal and start building!

    # Authorization with OAuth 2.0

    See our Authorization documentation →

    # Permissions

    See our Permissions documentation →

    # Fields

    See our Fields documentation →

    # Rate Limiting

    See our Rate Limits documentation →

    # Paging

    See our Pagination documentation →

    # ETags

    See our ETags documentation →

    # Minor Versions

    API 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.


    An `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.


    You can find our API Versioning Policy and Guidelines in our documentation hub.


    The API Changelog explains each version''s changes in further detail.

    ### 4.0.4


    * Update `quantity` field to return values in seconds rather than hours for Activities


    ### 4.0.5


    * Remove `matter_balances` field from Bills

    * Standardize status/state enum values

    * Add a Document association to completed DocumentAutomations

    * Add rate visibility handling for Activity''s price and total


    ### 4.0.6


    * Remove `document_versions` collection field from Documents


    ### 4.0.7


    * Change secure link format


    ### 4.0.8


    * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user

    * Add `quantity_redacted` field to activities


    ### 4.0.9


    * Contacts are filtered and redacted in the response based on the new ''Contacts Visibility'' user permission setting.


    ### 4.0.10


    * Fixed validation of `type` query parameter when querying Notes


    ### 4.0.12


    * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers


    ### 4.0.13


    **This is the default version**


    * Add association limits to Contacts

    * Returns 422 Unprocessable Entity when association limits are exceeded'
  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: Custom Field Sets
  description: ''
paths:
  /custom_field_sets.json:
    get:
      tags:
      - Custom Field Sets
      summary: Return the data for all CustomFieldSets
      operationId: CustomFieldSet#index
      description: Outlines the parameters, optional and required, used when requesting the data for all CustomFieldSets
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: created_since
        in: query
        description: Filter CustomFieldSet 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: displayed
        in: query
        description: Filter CustomFieldSet records to those that should be displayed by default.
        required: false
        schema:
          type: boolean
      - 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 CustomFieldSet 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 CustomFieldSet records to be returned. Limit can range between 1 and 200. Default: `200`.'
        required: false
        schema:
          type: integer
          format: int32
      - name: order
        in: query
        description: 'Orders the CustomFieldSet records by the given field. Default: `id(asc)`.'
        required: false
        schema:
          type: string
          enum:
          - name(asc)
          - name(desc)
          - id(asc)
          - id(desc)
          - parent_type(asc)
          - parent_type(desc)
      - name: page_token
        in: query
        description: A token specifying which page to return.
        required: false
        schema:
          type: string
      - name: parent_type
        in: query
        description: Filter CustomFieldSet records to those that have the specified `parent_type`.
        required: false
        schema:
          type: string
          enum:
          - Matter
          - Contact
      - name: query
        in: query
        description: Wildcard search for `name` matching a given string.
        required: false
        schema:
          type: string
      - name: updated_since
        in: query
        description: Filter CustomFieldSet 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/CustomFieldSet_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:
      - Custom Field Sets
      summary: Create a new CustomFieldSet
      operationId: CustomFieldSet#create
      description: Outlines the parameters and data fields used when creating a new CustomFieldSet
      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/CustomFieldSet_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 Custom Field Sets
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    custom_field_ids:
                      type: array
                      items:
                        type: integer
                        format: int64
                      description: The unique identifiers of the custom fields associated with the CustomFieldSet.
                    displayed:
                      type: boolean
                      description: Whether or not the CustomFieldSet should be displayed by default.
                    name:
                      type: string
                      description: CustomFieldSet name.
                    parent_type:
                      type: string
                      enum:
                      - Contact
                      - Matter
                      description: Type of object the CustomFieldSet is for.
                  required:
                  - name
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    custom_field_ids:
                      type: array
                      items:
                        type: integer
                        format: int64
                      description: The unique identifiers of the custom fields associated with the CustomFieldSet.
                    displayed:
                      type: boolean
                      description: Whether or not the CustomFieldSet should be displayed by default.
                    name:
                      type: string
                      description: CustomFieldSet name.
                    parent_type:
                      type: string
                      enum:
                      - Contact
                      - Matter
                      description: Type of object the CustomFieldSet is for.
                  required:
                  - name
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    custom_field_ids:
                      type: array
                      items:
                        type: integer
                        format: int64
                      description: The unique identifiers of the custom fields associated with the CustomFieldSet.
                    displayed:
                      type: boolean
                      description: Whether or not the CustomFieldSet should be displayed by default.
                    name:
                      type: string
                      description: CustomFieldSet name.
                    parent_type:
                      type: string
                      enum:
                      - Contact
                      - Matter
                      description: Type of object the CustomFieldSet is for.
                  required:
                  - name
        required: false
  /custom_field_sets/{id}.json:
    get:
      tags:
      - Custom Field Sets
      summary: Return the data for a single CustomFieldSet
      operationId: CustomFieldSet#show
      description: Outlines the parameters, optional and required, used when requesting the data for a single CustomFieldSet
      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 CustomFieldSet.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/CustomFieldSet_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:
      - Custom Field Sets
      summary: Update a single CustomFieldSet
      operationId: CustomFieldSet#update
      description: Outlines the parameters and data fields used when updating a single CustomFieldSet
      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 CustomFieldSet.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/CustomFieldSet_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 Custom Field Sets
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    custom_field_ids:
                      type: array
                      items:
                        type: integer
                        format: int64
                      description: The unique identifiers of the custom fields associated with the CustomFieldSet.
                    displayed:
                      type: boolean
                      description: Whether or not the CustomFieldSet should be displayed by default.
                    name:
                      type: string
                      description: CustomFieldSet name.
                    parent_type:
                      type: string
                      enum:
                      - Contact
                      - Matter
                      description: Type of object the CustomFieldSet is for.
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    custom_field_ids:
                      type: array
                      items:
                        type: integer
                        format: int64
                      description: The unique identifiers of the custom fields associated with the CustomFieldSet.
                    displayed:
                      type: boolean
                      description: Whether or not the CustomFieldSet should be displayed by default.
                    name:
                      type: string
                      description: CustomFieldSet name.
                    parent_type:
                      type: string
                      enum:
                      - Contact
                      - Matter
                      description: Type of object the CustomFieldSet is for.
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    custom_field_ids:
                      type: array
                      items:
                        type: integer
                        format: int64
                      description: The unique identifiers of the custom fields associated with the CustomFieldSet.
                    displayed:
                      type: boolean
                      description: Whether or not the CustomFieldSet should be displayed by default.
                    name:
                      type: string
                      description: CustomFieldSet name.
                    parent_type:
                      type: string
                      enum:
                      - Contact
                      - Matter
                      description: Type of object the CustomFieldSet is for.
        required: false
    delete:
      tags:
      - Custom Field Sets
      summary: Delete a single CustomFieldSet
      operationId: CustomFieldSet#destroy
      description: Outlines the parameters, optional and required, used when deleting the record for a single CustomFieldSet
      parameters:
      - name: X-API-VERSION
        in: header
        description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
        required: false
        schema:
          type: string
      - name: id
        in: path
        description: The unique identifier for the CustomFieldSet.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '204':
          description: No Content
        '403':
          description: Forbidden
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/Error'
components:
  schemas:
    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
    CustomFieldSet:
      allOf:
      - $ref: '#/components/schemas/CustomFieldSet_base'
      - type: object
        properties:
          custom_fields:
            type: array
            items:
              $ref: '#/components/schemas/CustomField_base'
            description: CustomField
    CustomField_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *CustomField*
        etag:
          type: string
          description: ETag for the *CustomField*
        created_at:
          type: string
          format: date-time
          description: The time the *CustomField* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *CustomField* was last updated (as a ISO-8601 timestamp)
        name:
          type: string
          description: The name of the *CustomField*
        parent_type:
          type: string
          enum:
          - Contact
          - Matter
          description: Type of object the *CustomField* is for
        field_type:
          type: string
          enum:
          - checkbox
          - contact
          - currency
          - date
          - time
          - email
          - matter
          - numeric
          - picklist
          - text_area
          - text_line
          - url
          description: Field type of the *CustomField*
        displayed:
          type: boolean
          description: Whether the *CustomField* is displayed by default
        deleted:
          type: boolean
          description: Whether the *CustomField* is deleted for future use
        required:
          type: boolean
          description: Whether the *CustomField* requires a value
        display_order:
          type: integer
          format: int32
          description: The display position of the *CustomField*
        permission_level:
          type: string
          enum:
          - read_and_write_access
          - read_access_only
          description: Whether users may edit the value of the *CustomField* or only read it. One of read_and_write_access or read_access_only; absent for contact custom fields, and for accounts that have not enabled granular custom field permissions.
    CustomFieldSet_List:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          description: CustomFieldSet List Response
          items:
            $ref: '#/components/schemas/CustomFieldSet'
    Error:
      type: object
      required:
      - error
      properties:
        error:
          $ref: '#/components/schemas/ErrorDetail'
    CustomFieldSet_Show:
      type: object
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/CustomFieldSet'
    CustomFieldSet_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *CustomFieldSet*
        etag:
          type: string
          description: ETag for the *CustomFieldSet*
        name:
          type: string
          description: The name of the custom field set.
        parent_type:
          type: string
          enum:
          - Contact
          - Matter
          description: Type of object the *CustomFieldSet* is for.
        displayed:
          type: boolean
          description: Whether or not the *CustomFieldSet* should be displayed by default.
        created_at:
          type: string
          format: date-time
          description: The time the *CustomFieldSet* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *CustomFieldSet* was last updated (as a ISO-8601 timestamp)
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
  - Matter Transfers
- name: Billing
  tags:
  - Bills
  - Billable Clients
  - Billable Matters
  - Bill Themes
  - Interest Charges
  - Line Items
  - Outstanding Client Balances
  - Rate Tables
  - Rate Table Categories
  - Rate Table Timekeepers
  - Rate Table Rates
  - Rate Table Assignments
- 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
  - Matter Protected Funds
  - 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
- name: General
  tags:
  - Safe Custody Packets
  - Safe Custody Records
  - Safe Custody Packet Locations
x-provenance:
  method: harvested
  publisher: Clio
  source: https://docs.developers.clio.com/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)