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How to connect Cal.com and Clio
Create a New Scenario to Connect Cal.com 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 Cal.com, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cal.com or Clio will be your first step. To do this, click "Choose an app," find Cal.com or Clio, and select the appropriate trigger to start the scenario.
Add the Cal.com Node
Select the Cal.com node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Cal.com 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 Cal.com 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 Cal.com 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 Cal.com, 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 Cal.com and Clio integration works as expected. Depending on your setup, data should flow between Cal.com 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 Cal.com and Clio
Cal.com + Clio + Google Calendar: When a new booking is created in Cal.com, a task is created in Clio, and a corresponding event is added to Google Calendar to keep track of appointments.
Clio + Cal.com + Zoom: When a new contact is created in Clio, a booking link is created via Cal.com. Upon booking in Cal.com, a Zoom meeting is automatically created and added to the event details.
Cal.com and Clio integration alternatives
About Cal.com
Embed Cal.com in Latenode to automate meeting scheduling. Trigger flows based on booking events: send follow-up emails, update CRMs, or generate reports. Latenode adds advanced logic, data manipulation, and integrations Cal.com lacks natively, creating flexible, scalable scheduling workflows.
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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 Cal.com and Clio
How can I connect my Cal.com account to Clio using Latenode?
To connect your Cal.com account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cal.com and click on "Connect".
- Authenticate your Cal.com and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from Cal.com bookings?
Yes! Latenode lets you create workflows that trigger contact creation in Clio whenever a new booking is made in Cal.com. Automate client onboarding & save time.
What types of tasks can I perform by integrating Cal.com with Clio?
Integrating Cal.com with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Cal.com booking information.
- Update existing Clio contacts with Cal.com appointment details.
- Automatically log billable time in Clio after a Cal.com meeting.
- Send customized follow-up emails through Clio based on Cal.com events.
- Trigger internal notifications for new client bookings in Cal.com.
How secure is my Cal.com data when using Latenode?
Latenode uses industry-standard security measures to protect your data, including encryption and secure authentication protocols.
Are there any limitations to the Cal.com and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Cal.com and Clio.
- Advanced error handling requires manual configuration within Latenode.
