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How to connect Atera and Clio
Create a New Scenario to Connect Atera 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 Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Clio will be your first step. To do this, click "Choose an app," find Atera or Clio, and select the appropriate trigger to start the scenario.
Add the Atera Node
Select the Atera node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Atera 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 Atera 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 Atera 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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Atera
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Save and Activate the Scenario
After configuring Atera, 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 Atera and Clio integration works as expected. Depending on your setup, data should flow between Atera 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 Atera and Clio
Atera + Clio + Slack: When a new customer is created in Atera, a corresponding matter is automatically created in Clio, and a notification is sent to a designated Slack channel.
Clio + Atera + QuickBooks: When a new task is created in Clio, create a customer in Atera, and then create invoice in QuickBooks.
Atera and Clio integration alternatives
About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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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 Atera and Clio
How can I connect my Atera account to Clio using Latenode?
To connect your Atera account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio tasks from Atera alerts?
Yes, automatically creating tasks is easy. Latenode allows detailed filtering and mapping, turning Atera alerts into actionable Clio tasks, saving time and improving response times.
What types of tasks can I perform by integrating Atera with Clio?
Integrating Atera with Clio allows you to perform various tasks, including:
- Creating Clio projects when new Atera customer accounts are created.
- Updating Clio client information based on Atera contact changes.
- Triggering Atera alerts when new Clio invoices are generated.
- Logging billable hours from Atera time entries to Clio automatically.
- Syncing contact details bidirectionally between Atera and Clio.
How does Latenode handle Atera API rate limits effectively?
Latenode's advanced queueing and error handling ensures reliable Atera data processing, even with API limits, preventing workflow interruptions and data loss.
Are there any limitations to the Atera and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time syncing depends on the API capabilities of Atera and Clio.
- Initial setup requires understanding of both Atera and Clio data structures.
