Talgat A
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Activity overview
Latest activity by Talgat A-
Talgat A created an article,
How can I create a Trust Request and assign it to a Matter, not a Contact?
Objective: Create matter trust request Environment: Clio's API v4 Additional Information: n/a Procedure: Please use the following POST request and Body. Remember that the due date and issue dat...
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Talgat A created an article,
May I get the documentation for the https://app.clio.com/api/v4/timeline_events endpoint?
Objective: Get documentation for Matter Timeline and Firm Feed API endpoint Environment: Clio's API v4 Additional Information: n/a Answer: At the moment, there is no API endpoints for Matter T...
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Talgat A created an article,
Is there a way to create historical bills or trust account history through API?
Objective: Migrate in client's historical billing and trust account history, as well as trust accounts with their current balances Environment: Clio's API v4 Additional Information: n/a Answer...
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Talgat A created an article,
What is the difference between Due and Balance parameters when sending an API GET request for a bill?
Objective: Find out what the difference is between Due and Balance parameters Environment: Clio's API v4 Additional Information: n/a Answer: Due = Subtotal - Discounts + Interest - PaymentsBal...
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Talgat A created an article,
Can We Grab Text from Documents Stored in Clio Using API Requests?
Objective: We currently have an add-in that reads the text from the word document and provides the user a list of terms and definitions. So having access to the actual text of documents would be u...
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Talgat A created an article,
Do I Need to Upload Redirect URI Links If I Already Generate Them in the Back End?
Objective: I received an email stating that third-party applications will need a redirect URI inserted. I currently generate the redirect URI in the backend so I was wondering if there was a need...
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Talgat A created an article,
How to Get Picklist Custom Field Values Through API
Objective: While exporting custom fields data, we found the api is returning id values incase of pick list custom field type. Do we have anything to get actual values for pick list custom fields ?...
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Talgat A created an article,
Is There a Query Parameter to Filter Date from Allocations Data?
Question: Is there a query parameter I can use to filter “date” from Allocations data? I see for Bills, I can filter using “created_since”, but this doesn’t seem to be available for Allocations. ...