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How to connect Basin and Clio
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Clio will be your first step. To do this, click "Choose an app," find Basin or Clio, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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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Webhook response
Save and Activate the Scenario
After configuring Basin, 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 Basin and Clio integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Clio
Basin + Clio + Slack: When a new form is submitted in Basin, create a new contact in Clio and send a notification to a Slack channel.
Clio + Basin + Google Sheets: Log new client information from Clio and associated Basin form submissions into Google Sheets for reporting purposes.
Basin and Clio integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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 Basin and Clio
How can I connect my Basin account to Clio using Latenode?
To connect your Basin account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin 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 Basin form submissions?
Yes, you can! Latenode lets you automate contact creation in Clio from Basin form data. This ensures accurate lead capture and efficient client management.
What types of tasks can I perform by integrating Basin with Clio?
Integrating Basin with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Basin form submissions automatically.
- Update Clio client information based on new Basin form data.
- Trigger Clio tasks when a new Basin form is received.
- Send customized email notifications via Clio for each Basin submission.
- Analyze Basin form data and generate reports in Clio.
How can I use AI to enrich Basin form submission data before sending it to Clio?
Latenode allows you to add AI steps to process Basin data, improving data quality before creating new Clio contacts.
Are there any limitations to the Basin and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Rate limits on the Basin or Clio APIs may impact high-volume workflows.
- Real-time synchronization depends on the webhook availability of each service.
