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How to connect 123FormBuilder and Clio
Create a New Scenario to Connect 123FormBuilder and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 123FormBuilder, triggered by another scenario, or executed manually (for testing purposes). In most cases, 123FormBuilder or Clio will be your first step. To do this, click "Choose an app," find 123FormBuilder or Clio, and select the appropriate trigger to start the scenario.
Add the 123FormBuilder Node
Select the 123FormBuilder node from the app selection panel on the right.
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Configure the 123FormBuilder
Click on the 123FormBuilder node to configure it. You can modify the 123FormBuilder URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the 123FormBuilder node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the 123FormBuilder and Clio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 123FormBuilder and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring 123FormBuilder, Clio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 123FormBuilder and Clio integration works as expected. Depending on your setup, data should flow between 123FormBuilder and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 123FormBuilder and Clio
123FormBuilder + Clio + Google Sheets: When a new submission is received in 123FormBuilder, a new contact is created in Clio. The submission data is then logged in a Google Sheets spreadsheet for record-keeping and analysis.
Clio + 123FormBuilder + Slack: When a new contact is created in Clio, a pre-designed 123FormBuilder form is sent to the client. A notification is then sent to a designated Slack channel to alert the team that a new client form has been dispatched.
123FormBuilder and Clio integration alternatives
About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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See how Latenode works
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FAQ 123FormBuilder and Clio
How can I connect my 123FormBuilder account to Clio using Latenode?
To connect your 123FormBuilder account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 123FormBuilder and click on "Connect".
- Authenticate your 123FormBuilder and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from 123FormBuilder submissions?
Yes, Latenode's visual editor makes it easy to automatically create Clio contacts from new 123FormBuilder submissions, saving you time and ensuring accurate data entry.
What types of tasks can I perform by integrating 123FormBuilder with Clio?
Integrating 123FormBuilder with Clio allows you to perform various tasks, including:
- Create new Clio contacts from 123FormBuilder form submissions.
- Update existing Clio contacts with new information from forms.
- Trigger Clio tasks when a 123FormBuilder form is submitted.
- Send automated emails via Clio based on form data.
- Log form submission details in Clio notes for each contact.
Can I use conditional logic with 123FormBuilder and Clio in Latenode?
Yes, Latenode's advanced logic allows you to create complex workflows that conditionally trigger actions in Clio based on 123FormBuilder data.
Are there any limitations to the 123FormBuilder and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex field mappings may require some manual configuration.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom object support may require using JavaScript or API calls.
