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You can use the Clio connector to manage the following key use cases in a business scenario:

The following diagram illustrates the steps you take in each of these use cases and the external applications (Zoho CRM, Simplenote, Gmail and Zoho Books) you could integrate with along the way using the relevant ESB connectors.

Environment Set-up to Run the Clio Scenarios

  • If required, add the corresponding website security certificates to the ESB for the aforementioned connectors. 
  • Add the sequences and templates in the "common" directory (Clio_Connector_Home>/clio-integrated-scenarios/src/common) to the ESB.  
    • sequences - faultHandlerSeq.xmlremoveResponseHeaders.xml, scenarioConstants.xml

    • templates - sendNotifications.xmlresponseHandlerTemplate.xmlm, getCustomFieldId.xml

  • Each scenario folder consists of sub-folders named as "Case-xxx". Before executing each case, be sure to read the page for that case using the links at the top of this page.
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