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How to connect Businessmap and Clio
Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Clio will be your first step. To do this, click "Choose an app," find Businessmap or Clio, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
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Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap 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 Businessmap 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 Businessmap 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 Businessmap, 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 Businessmap and Clio integration works as expected. Depending on your setup, data should flow between Businessmap 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 Businessmap and Clio
Businessmap + Clio + Slack: When a new project is created in Businessmap, a corresponding matter is created in Clio. Subsequently, a notification is sent to a designated Slack channel to inform the team about the new project and matter.
Businessmap + Clio + Google Calendar: When a new card (task) is created in Businessmap, and associated with an existing matter in Clio, a new event is created in Google Calendar to schedule the task.
Businessmap and Clio integration alternatives
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 Businessmap and Clio
How can I connect my Businessmap account to Clio using Latenode?
To connect your Businessmap account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Businessmap and click on "Connect".
- Authenticate your Businessmap and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio tasks from new Businessmap cards?
Yes, you can! With Latenode, automatically trigger Clio task creation when a new card is added to Businessmap. This ensures seamless project tracking and efficient workflow management across platforms.
What types of tasks can I perform by integrating Businessmap with Clio?
Integrating Businessmap with Clio allows you to perform various tasks, including:
- Create new Clio projects when new Businessmap initiatives are created.
- Sync task deadlines between Businessmap cards and Clio project tasks.
- Update Businessmap card statuses based on Clio project completion.
- Generate reports combining data from Businessmap and Clio using AI.
- Automatically notify team members of task updates across platforms.
Can I use JavaScript to customize my Businessmap to Clio workflows?
Yes! Latenode allows you to use JavaScript for advanced customizations, data transformations, and complex logic within your Businessmap and Clio workflows.
Are there any limitations to the Businessmap and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Initial setup requires administrative privileges for both platforms.
