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How to connect Attio and Clio
Create a New Scenario to Connect Attio 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 Attio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Attio or Clio will be your first step. To do this, click "Choose an app," find Attio or Clio, and select the appropriate trigger to start the scenario.
Add the Attio Node
Select the Attio node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Attio 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 Attio 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 Attio 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 Attio, 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 Attio and Clio integration works as expected. Depending on your setup, data should flow between Attio 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 Attio and Clio
Attio + Clio + Google Sheets: When a new entry is created in Attio, find the corresponding contact in Clio. Then, add a row in Google Sheets to track the interaction, consolidating client data for reporting.
Clio + Attio + Slack: When a task is completed in Clio, update the corresponding client's profile in Attio with a new note and send a notification in Slack to the relevant channel.
Attio and Clio integration alternatives
About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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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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FAQ Attio and Clio
How can I connect my Attio account to Clio using Latenode?
To connect your Attio account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Attio and click on "Connect".
- Authenticate your Attio and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate legal client onboarding using Attio and Clio integration?
Yes, you can automate client onboarding. Latenode's flexible visual editor lets you trigger workflows based on Attio events to streamline Clio tasks. Save time and improve accuracy!
What types of tasks can I perform by integrating Attio with Clio?
Integrating Attio with Clio allows you to perform various tasks, including:
- Automatically create new Clio clients from qualified Attio leads.
- Update Attio contact information based on changes in Clio.
- Trigger email notifications in Attio for new Clio billing events.
- Sync meeting notes from Attio to relevant Clio client files.
- Generate custom reports combining data from both Attio and Clio.
How can I use Attio data to trigger workflows in Latenode?
You can use Attio's webhooks and Latenode's HTTP Request node to react to any event in Attio, creating powerful automation opportunities.
Are there any limitations to the Attio and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API rate limits of both Attio and Clio.
- Complex data transformations might require JavaScript knowledge in Latenode.
- Historical data migration between Attio and Clio may need custom handling.
