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How to connect Bubble and Clio
Create a New Scenario to Connect Bubble 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 Bubble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bubble or Clio will be your first step. To do this, click "Choose an app," find Bubble or Clio, and select the appropriate trigger to start the scenario.
Add the Bubble Node
Select the Bubble node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Bubble 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 Bubble 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 Bubble 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 Bubble, 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 Bubble and Clio integration works as expected. Depending on your setup, data should flow between Bubble 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 Bubble and Clio
Bubble + Clio + Google Sheets: When a new client is added via a Bubble form, a contact is created in Clio, and the client's details are logged in Google Sheets for reporting purposes.
Clio + Bubble + Slack: When a case is updated in Clio, a notification is sent via Slack to a designated channel, along with a link to the client portal in Bubble for easy access to relevant information.
Bubble and Clio integration alternatives
About Bubble
Use Bubble's visual builder inside Latenode for flexible no-code apps within your automation workflows. Trigger flows based on Bubble events or update Bubble data from other services. Automate complex logic using JavaScript or AI, and scale your apps affordably thanks to Latenode's execution-time pricing and API-first design.
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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 Bubble and Clio
How can I connect my Bubble account to Clio using Latenode?
To connect your Bubble account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bubble and click on "Connect".
- Authenticate your Bubble 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 Bubble form submissions?
Yes, you can! Latenode allows you to automate this process, instantly creating new Clio contacts from Bubble form data, saving you time and ensuring accurate record-keeping.
What types of tasks can I perform by integrating Bubble with Clio?
Integrating Bubble with Clio allows you to perform various tasks, including:
- Create Clio contacts from new user sign-ups in your Bubble app.
- Update Clio client information based on changes in your Bubble database.
- Trigger Clio tasks when a specific event occurs within your Bubble app.
- Send automated Clio invoice reminders based on Bubble payment data.
- Log Bubble app activity as notes within Clio client profiles.
How does Latenode handle data synchronization between Bubble and Clio?
Latenode offers robust data mapping and transformation features, ensuring seamless synchronization and accurate data transfer between Bubble and Clio in real time.
Are there any limitations to the Bubble and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code.
- Rate limits from Bubble and Clio APIs may affect high-volume workflows.
- Real-time synchronization depends on the API availability of both services.
