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How to connect Bitrix24 and Clio
Create a New Scenario to Connect Bitrix24 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 Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or Clio will be your first step. To do this, click "Choose an app," find Bitrix24 or Clio, and select the appropriate trigger to start the scenario.
Add the Bitrix24 Node
Select the Bitrix24 node from the app selection panel on the right.
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Configure the Bitrix24
Click on the Bitrix24 node to configure it. You can modify the Bitrix24 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the Bitrix24 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 Bitrix24 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 Bitrix24 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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Clio
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, 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 Bitrix24 and Clio integration works as expected. Depending on your setup, data should flow between Bitrix24 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 Bitrix24 and Clio
Bitrix24 + Clio + Google Calendar: When a new lead is created in Bitrix24, create a contact in Clio and then create a calendar entry in Google Calendar to schedule a consultation.
Clio + Bitrix24 + Slack: When a new contact is added in Clio, create a lead in Bitrix24 and send a welcome message to the new contact in Slack.
Bitrix24 and Clio integration alternatives
About Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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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 Bitrix24 and Clio
How can I connect my Bitrix24 account to Clio using Latenode?
To connect your Bitrix24 account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitrix24 and click on "Connect".
- Authenticate your Bitrix24 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 Bitrix24 leads?
Yes, you can! Latenode allows this with a simple workflow. Automatically sync data, saving time & ensuring no leads are missed. Add custom logic via Javascript for advanced scenarios.
What types of tasks can I perform by integrating Bitrix24 with Clio?
Integrating Bitrix24 with Clio allows you to perform various tasks, including:
- Create Clio contacts from new Bitrix24 deals.
- Update Bitrix24 deals when a Clio matter is updated.
- Create Bitrix24 tasks for new Clio projects.
- Sync contact information between Bitrix24 and Clio.
- Trigger custom notifications based on data changes.
How does Latenode handle errors during Bitrix24 Clio synchronization?
Latenode provides detailed error logs and notification options, allowing you to quickly identify and resolve integration issues and retry failed tasks.
Are there any limitations to the Bitrix24 and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on API availability & limits.
- Initial setup requires understanding of both apps' data structures.
