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How to connect Apollo and Clio
Create a New Scenario to Connect Apollo 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 Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or Clio will be your first step. To do this, click "Choose an app," find Apollo or Clio, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Apollo 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 Apollo 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 Apollo 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 Apollo, 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 Apollo and Clio integration works as expected. Depending on your setup, data should flow between Apollo 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 Apollo and Clio
Apollo + Clio + Slack: When a new lead is created in Apollo, create a corresponding contact in Clio. Then, notify the legal team in Slack via a channel message to schedule an initial consultation.
Clio + Apollo + QuickBooks: When a case is closed in Clio, create an invoice in QuickBooks. Then, search for related leads in Apollo and update them with case information.
Apollo and Clio integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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 Apollo and Clio
How can I connect my Apollo account to Clio using Latenode?
To connect your Apollo account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Apollo leads?
Yes, you can! Latenode's visual editor makes it simple to automate contact creation, saving your sales team valuable time and ensuring accurate data synchronization between Apollo and Clio.
What types of tasks can I perform by integrating Apollo with Clio?
Integrating Apollo with Clio allows you to perform various tasks, including:
- Creating new Clio contacts from qualified Apollo leads automatically.
- Updating existing Clio client information with data from Apollo profiles.
- Triggering Clio tasks when a new Apollo deal reaches a certain stage.
- Logging Apollo email conversations directly within Clio matters.
- Synchronizing custom fields between Apollo people and Clio contacts.
How secure is connecting Apollo and Clio through Latenode's platform?
Latenode uses secure authentication and encryption methods to protect your data, ensuring safe data transfer between Apollo and Clio according to industry standards.
Are there any limitations to the Apollo and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript code blocks.
- Initial data synchronization may take time for very large datasets.
- API rate limits of Apollo and Clio may affect high-volume workflows.
