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How to connect Airparser and Clio
Create a New Scenario to Connect Airparser 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 Airparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Airparser or Clio will be your first step. To do this, click "Choose an app," find Airparser or Clio, and select the appropriate trigger to start the scenario.
Add the Airparser Node
Select the Airparser node from the app selection panel on the right.
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Configure the Airparser
Click on the Airparser node to configure it. You can modify the Airparser 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 Airparser 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 Airparser 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 Airparser 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 Airparser, 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 Airparser and Clio integration works as expected. Depending on your setup, data should flow between Airparser 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 Airparser and Clio
Airparser + Clio + Google Sheets: When a new document is uploaded to Airparser, extract the relevant invoice data. Then, create a new matter in Clio. Finally, add a row to a Google Sheet containing the parsed invoice data and the Clio matter ID for financial reporting.
Airparser + Clio + Slack: When Airparser processes a document, it extracts key client information. This triggers the creation of a new contact in Clio. Then, a Slack message is sent to the legal team with the new contact details.
Airparser and Clio integration alternatives
About Airparser
Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.
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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 Airparser and Clio
How can I connect my Airparser account to Clio using Latenode?
To connect your Airparser account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Airparser and click on "Connect".
- Authenticate your Airparser and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from parsed Airparser data?
Yes, you can! Latenode enables automated contact creation in Clio using data extracted by Airparser. Benefit from streamlined data entry and eliminate manual work, scaling easily with Latenode.
What types of tasks can I perform by integrating Airparser with Clio?
Integrating Airparser with Clio allows you to perform various tasks, including:
- Automatically create new Clio matters from parsed document data.
- Update client contact information in Clio using Airparser results.
- Trigger Clio tasks based on specific data points extracted by Airparser.
- Create Clio invoices using extracted data from parsed documents.
- Archive parsed data within Clio for compliance and record-keeping.
What Airparser data transformations are possible within Latenode?
Latenode offers advanced data transformation using JavaScript and AI. This enables you to reshape Airparser data for seamless Clio integration.
Are there any limitations to the Airparser and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data parsing logic may require JavaScript knowledge.
- Large volumes of parsed data may impact workflow execution time.
- Real-time updates depend on the Airparser data extraction frequency.
