Clio Document Automations API

openapi: 3.0.0
info:
  title: Clio API Documentation Activities Document Automations 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: Document Automations
  description: 'Document Automation uses Document Templates to create standardized documents. Users select a Document Template (that they have created and uploaded) and a Matter to automatically create a document using information from that Matter (such as addresses, account balances, Matter names, etc.).


    Documents made from templates are created using Nintex, an authorized Clio sub-processor. For further information, please refer to Clio’s Privacy Policy and Terms of Service.


    [Support Link](https://help.clio.com/hc/en-us/articles/9290238939163-Document-Templates#create-document-templates-in-clio-manage-0-4)

    '
paths:
  /document_automations.json:
    get:
      tags:
      - Document Automations
      summary: Return the data for all DocumentAutomations
      operationId: DocumentAutomation#index
      description: Outlines the parameters, optional and required, used when requesting the data for all DocumentAutomations
      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 DocumentAutomation 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 DocumentAutomation 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 DocumentAutomation 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 DocumentAutomation records by the given field. Default: `id(asc)`.'
        required: false
        schema:
          type: string
          enum:
          - id(asc)
          - id(desc)
      - 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 DocumentAutomation 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/DocumentAutomation_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:
      - Document Automations
      summary: Create a new DocumentAutomation
      operationId: DocumentAutomation#create
      description: Outlines the parameters and data fields used when creating a new DocumentAutomation
      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/DocumentAutomation_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 Document Automations
        content:
          application/json:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    document_template:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The unique identifier for a single DocumentTemplate associated with the DocumentAutomation. The keyword `null` is not valid for this field.
                      required:
                      - id
                    filename:
                      type: string
                      description: The filename the generated document should have.
                    formats:
                      type: array
                      items:
                        type: string
                        enum:
                        - pdf
                        - original
                      description: The formats the document should be generated as. It can either be generated as a PDF and/or in whatever type the document template is.
                    matter:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The unique identifier for a single Matter associated with the DocumentAutomation. The keyword `null` is not valid for this field.
                      required:
                      - id
                  required:
                  - matter
                  - filename
                  - document_template
                  - formats
          application/x-www-form-urlencoded:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    document_template:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The unique identifier for a single DocumentTemplate associated with the DocumentAutomation. The keyword `null` is not valid for this field.
                      required:
                      - id
                    filename:
                      type: string
                      description: The filename the generated document should have.
                    formats:
                      type: array
                      items:
                        type: string
                        enum:
                        - pdf
                        - original
                      description: The formats the document should be generated as. It can either be generated as a PDF and/or in whatever type the document template is.
                    matter:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The unique identifier for a single Matter associated with the DocumentAutomation. The keyword `null` is not valid for this field.
                      required:
                      - id
                  required:
                  - matter
                  - filename
                  - document_template
                  - formats
          multipart/form-data:
            schema:
              type: object
              required:
              - data
              properties:
                data:
                  type: object
                  properties:
                    document_template:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The unique identifier for a single DocumentTemplate associated with the DocumentAutomation. The keyword `null` is not valid for this field.
                      required:
                      - id
                    filename:
                      type: string
                      description: The filename the generated document should have.
                    formats:
                      type: array
                      items:
                        type: string
                        enum:
                        - pdf
                        - original
                      description: The formats the document should be generated as. It can either be generated as a PDF and/or in whatever type the document template is.
                    matter:
                      type: object
                      properties:
                        id:
                          type: integer
                          format: int64
                          description: The unique identifier for a single Matter associated with the DocumentAutomation. The keyword `null` is not valid for this field.
                      required:
                      - id
                  required:
                  - matter
                  - filename
                  - document_template
                  - formats
        required: false
  /document_automations/{id}.json:
    get:
      tags:
      - Document Automations
      summary: Return the data for a single DocumentAutomation
      operationId: DocumentAutomation#show
      description: Outlines the parameters, optional and required, used when requesting the data for a single DocumentAutomation
      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 DocumentAutomation.
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '200':
          description: Ok
          content:
            application/json; charset=utf-8:
              schema:
                $ref: '#/components/schemas/DocumentAutomation_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:
    DocumentAutomation:
      allOf:
      - $ref: '#/components/schemas/DocumentAutomation_base'
      - type: object
        properties:
          matter:
            $ref: '#/components/schemas/Matter_base'
            description: Matter
          document_template:
            $ref: '#/components/schemas/DocumentTemplate_base'
            description: DocumentTemplate
          documents:
            type: array
            items:
              $ref: '#/components/schemas/Document_base'
            description: Document
    Document_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *Document*
        etag:
          type: string
          description: ETag for the *Document*
        created_at:
          type: string
          format: date-time
          description: The time the *Document* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *Document* was last updated (as a ISO-8601 timestamp)
        deleted_at:
          type: string
          format: date-time
          description: The time the *Document* was deleted (as a ISO-8601 timestamp)
        type:
          type: string
          enum:
          - Document
          description: The type of the *Document*
        locked:
          type: boolean
          description: Whether or not the Document is locked. Locked Document cannot be modified
        name:
          type: string
          description: The name of the Document
        received_at:
          type: string
          format: date-time
          description: The time the last document version was received (as an ISO-8601 timestamp)
        filename:
          type: string
          description: The uploaded file name of the latest document version.
        size:
          type: integer
          format: int32
          description: The file size
        content_type:
          type: string
          description: The uploaded file content type
    DocumentTemplate_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *DocumentTemplate*
        etag:
          type: string
          description: ETag for the *DocumentTemplate*
        size:
          type: integer
          format: int32
          description: The size in bytes of the template
        content_type:
          type: string
          description: A standard MIME type describing the format of the object data.
        filename:
          type: string
          description: The name of the original file that was uploaded
        created_at:
          type: string
          format: date-time
          description: The time the *DocumentTemplate* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *DocumentTemplate* was last updated (as a ISO-8601 timestamp)
    Error:
      type: object
      required:
      - error
      properties:
        error:
          $ref: '#/components/schemas/ErrorDetail'
    DocumentAutomation_base:
      type: object
      properties:
        id:
          type: integer
          format: int64
          description: Unique identifier for the *DocumentAutomation*
        etag:
          type: string
          description: ETag for the *DocumentAutomation*
        state:
          type: string
          enum:
          - not_started
          - queued
          - in_progress
          - empty
          - failed
          - completed
          description: A text description of what the automation is currently doing
        export_formats:
          type: string
          enum:
          - pdf
          - original
          description: An array of what formats were requested
        filename:
          type: string
          description: The name of the file being generated.
        created_at:
          type: string
          format: date-time
          description: The time the *DocumentAutomation* was created (as a ISO-8601 timestamp)
        updated_at:
          type: string
          format: date-time
          description: The time the *DocumentAutomation* was last updated (as a ISO-8601 timestamp)
    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)
    DocumentAutomation_Show:
      type: object
      required:
      - data
      properties:
        data:
          $ref: '#/components/schemas/DocumentAutomation'
    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
    DocumentAutomation_List:
      type: object
      required:
      - data
      properties:
        data:
          type: array
          description: DocumentAutomation List Response
          items:
            $ref: '#/components/schemas/DocumentAutomation'
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