Register an application at the Clio Developer Portal
Set the OAuth callback URL to your n8n instance's callback URL (shown in the credential setup screen)
Copy your Client ID and Client Secret into the n8n credential
Select your Region (United States, Canada, Europe, or Australia)

The credential test verifies connectivity using the /users/who_am_i endpoint.

Resources

The Clio node supports the following resources and operations:

Resource	Operations
Activity	Create, Delete, Get, Get Many, Update
Bill	Get, Get Many, Update
Calendar Entry	Create, Delete, Get, Get Many, Update
Communication	Create, Delete, Get, Get Many, Update
Contact	Create, Delete, Get, Get Many, Update
Custom Field	Create, Delete, Get, Get Many, Update
Document	Create, Delete, Download, Get, Get Many, Update
Folder	Create, Delete, Get, Get Many, Update
Matter	Create, Delete, Get, Get Many, Update
Note	Create, Delete, Get, Get Many, Update
Relationship	Create, Delete, Get, Get Many, Update
Task	Create, Delete, Get, Get Many, Update
User	Get, Get Many, Get Current

All GET operations return rich data by default using Clio's fields parameter (not just id and etag).

Dynamic dropdown lookups are available for Contacts, Matters, and Users.

Trigger

The Clio Trigger node listens for real-time webhook events from Clio. Supported models:

Activity, Bill, Calendar Entry, Clio Payment, Communication, Contact, Document, Folder, Matter, Task

Supported events: created, updated, deleted, matter_opened, matter_closed, matter_pended

The trigger automatically handles webhook creation, handshake verification, and cleanup.