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How to connect Avaza and Clio
Create a New Scenario to Connect Avaza 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 Avaza, triggered by another scenario, or executed manually (for testing purposes). In most cases, Avaza or Clio will be your first step. To do this, click "Choose an app," find Avaza or Clio, and select the appropriate trigger to start the scenario.
Add the Avaza Node
Select the Avaza node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Avaza 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 Avaza 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 Avaza 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 Avaza, 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 Avaza and Clio integration works as expected. Depending on your setup, data should flow between Avaza 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 Avaza and Clio
Avaza + Clio + Slack: When a project is completed in Avaza, the total billable hours are retrieved. This information is then used to create a new activity record in Clio, and a summary is sent to a designated Slack channel to notify the accounting team.
Clio + Avaza + Google Sheets: When a new activity is recorded in Clio, the billable hours are extracted. This data is then used to update project budgeting information in Avaza, and the specific details are logged in a Google Sheet for reporting purposes.
Avaza and Clio integration alternatives
About Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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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 Avaza and Clio
How can I connect my Avaza account to Clio using Latenode?
To connect your Avaza account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Avaza and click on "Connect".
- Authenticate your Avaza and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Avaza tasks to Clio as projects?
Yes, you can! Latenode lets you automate task syncing using its visual editor and flexible logic, ensuring accurate and efficient project management across both Avaza and Clio.
What types of tasks can I perform by integrating Avaza with Clio?
Integrating Avaza with Clio allows you to perform various tasks, including:
- Create Clio projects automatically when new projects are created in Avaza.
- Update Clio project status when Avaza task status changes to “Completed”.
- Sync Avaza timesheet entries to Clio for accurate time tracking.
- Trigger Avaza invoices when a project reaches a milestone in Clio.
- Create Avaza tasks from new client matters created in Clio.
HowdoIhandleAvazadataformattingdifferenceswithCliofields?
Latenode provides powerful data transformation blocks and JavaScript support, allowing you to map and reformat Avaza data to match Clio's field requirements precisely.
Are there any limitations to the Avaza and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings might require JavaScript knowledge.
- Real-time sync depends on the API rate limits of Avaza and Clio.
- Large data migrations may require optimization for performance.
