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How to connect Bland AI and Clio
Create a New Scenario to Connect Bland AI 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 Bland AI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bland AI or Clio will be your first step. To do this, click "Choose an app," find Bland AI or Clio, and select the appropriate trigger to start the scenario.
Add the Bland AI Node
Select the Bland AI node from the app selection panel on the right.
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Configure the Bland AI
Click on the Bland AI node to configure it. You can modify the Bland AI 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 Bland AI 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 Bland AI 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 Bland AI 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 Bland AI, 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 Bland AI and Clio integration works as expected. Depending on your setup, data should flow between Bland AI 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 Bland AI and Clio
Clio + Bland AI + Slack: When a new communication is created in Clio, Bland AI analyzes the communication. A summary of the analysis is then sent to a specified Slack channel.
Clio + Bland AI + Google Sheets: When a new document is added to Clio, Bland AI analyzes the document, and key data points are added as a new row to a Google Sheet for tracking and analysis.
Bland AI and Clio integration alternatives
About Bland AI
Use Bland AI in Latenode to automate content creation or rewrite existing text. Streamline your marketing or support workflows by generating tailored responses. Integrate it directly into your Latenode scenarios and use visual tools to manage prompts, route results, and scale AI tasks without complex coding.
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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 Bland AI and Clio
How can I connect my Bland AI account to Clio using Latenode?
To connect your Bland AI account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bland AI and click on "Connect".
- Authenticate your Bland AI and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio client details from Bland AI analysis?
Yes, you can! Latenode lets you map data fields with its visual editor, ensuring seamless transfers. Update client info in Clio based on Bland AI insights—saving time and improving accuracy.
What types of tasks can I perform by integrating Bland AI with Clio?
Integrating Bland AI with Clio allows you to perform various tasks, including:
- Automatically log Bland AI call summaries as Clio communication records.
- Create new Clio contacts from Bland AI lead qualification data.
- Trigger Bland AI analysis when a new case is created in Clio.
- Send SMS reminders via Bland AI based on Clio task due dates.
- Update Clio case statuses based on Bland AI sentiment analysis.
What Bland AI data can I access within Latenode workflows?
You can access insights like sentiment scores, extracted entities, and call summaries directly within Latenode. Use this data to enrich your Clio workflows.
Are there any limitations to the Bland AI 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 within Latenode.
- Real-time data synchronization depends on the API rate limits of Bland AI and Clio.
- Historical data migration between Bland AI and Clio requires manual setup.
