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How to connect 7todos and Clio
Create a New Scenario to Connect 7todos 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 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or Clio will be your first step. To do this, click "Choose an app," find 7todos or Clio, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the 7todos 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 7todos 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 7todos 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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Save and Activate the Scenario
After configuring 7todos, 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 7todos and Clio integration works as expected. Depending on your setup, data should flow between 7todos 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 7todos and Clio
7todos + Clio + Slack: When a task is created or updated in 7todos, a message is sent to the corresponding Clio project's Slack channel to keep the team informed of task progress.
Clio + Google Calendar + 7todos: When a new calendar entry is created in Clio (representing a court date), a task is created in 7todos to remind the lawyer of the upcoming court date. The event is also reflected in Google Calendar.
7todos and Clio integration alternatives
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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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 7todos and Clio
How can I connect my 7todos account to Clio using Latenode?
To connect your 7todos account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create tasks from new Clio clients?
Yes, you can! Latenode lets you automatically create 7todos tasks from new Clio clients. This ensures all legal matters are immediately tracked for comprehensive case management.
What types of tasks can I perform by integrating 7todos with Clio?
Integrating 7todos with Clio allows you to perform various tasks, including:
- Create a 7todos task when a new client is added in Clio.
- Update 7todos tasks when a Clio case status changes.
- Generate Clio tasks from 7todos based on deadlines.
- Sync contact information between 7todos and Clio.
- Trigger reports in Clio when tasks are completed in 7todos.
Can I use JavaScript to manipulate data between 7todos and Clio?
Yes! Latenode allows JavaScript code blocks for advanced data transformations between 7todos and Clio beyond simple field mapping.
Are there any limitations to the 7todos and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in 7todos might require JavaScript for full integration.
- Real-time updates depend on the API rate limits of both 7todos and Clio.
- Attachments larger than 10MB may experience slower processing times.
