Derek Rawlings
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Activity overview
Latest activity by Derek Rawlings-
Derek Rawlings created an article,
“Error: You need to sign in or sign up before continuing“ When Attempting to Send Leads Via the Lead Inbox
Issue: 301 response when creating leads in Clio Grow Environment: Clio Grow Additional Information: n/a Resolution: Ensure that you are using a POST request Ensure that you are making your r...
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Derek Rawlings created an article,
How Do I Contact Clio API Support?
Question: Contact technical support Where can I ask questions about Clio's API? Environment: Clio Manage Additional Information: n/a Answer: You can contact Clio API Support by emailing api@cli...
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Derek Rawlings created an article,
How Do I Set Up My App For Single Sign-On with Clio?
Question: How do I learn more about SSO with Clio as a developer? Environment: Clio Manage Additional Information: When developing an application for Clio, you can set up your app's login flow ...
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Derek Rawlings created an article,
Why Do Webhooks Expire?
Question: 30 day expiration for webhooks Environment: Clio Manage Additional Information: For more on Webhooks, see our API Documentation here. Answer: Clio is not notified when a webhook is us...
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Derek Rawlings created an article,
What Redirect URI Should I Use When Setting Up Postman?
Question: Setting up Postman for testing Clio's API Environment: Clio Manage Postman Additional Information: n/a Answer: Use https://oauth.pstmn.io/v1/callback
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Derek Rawlings created an article,
How Do I PATCH a Specific Custom Field's Value?
Question: Change/edit/update a Contact or Matter Custom Field Environment: Clio Manage Additional Information: If you want to edit the custom field itself (such as the name of the custom field)...
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Derek Rawlings created an article,
Launching your app in the Clio App Directory
Guidelines for App Directory Listings The Clio App Directory is how customers discover, learn about, and install your app. Use this space to really sell your app, telling a compelling story about i...
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Derek Rawlings created an article,
Customer data and security guidelines
Data Handling & Security The security of customer data is very important to Clio, and that extends to data our app developers may use and store. Here is an introductory set of guidelines to help in...
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Derek Rawlings created an article,
How Long Does It Take Clio To Index a Search Result After A Record is Created or Updated?
Question: n/a Environment: Clio Manage API Additional Information: Search indexing for in-document search will take longer than the provided answer. Answer: Most records typically are ...
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Derek Rawlings created an article,
What Is the destination_account field and How Do I Use It?
Question: destination_account billing field Environment: Clio Manage Additional Information: n/a Answer: When a user shares a bill and has Clio Payments enabled on their account, the /desti...