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How to connect Calendly and Clio
Create a New Scenario to Connect Calendly 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 Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Clio will be your first step. To do this, click "Choose an app," find Calendly or Clio, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly 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 Calendly 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 Calendly 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 Calendly 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 Calendly, 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 Calendly and Clio integration works as expected. Depending on your setup, data should flow between Calendly 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 Calendly and Clio
Calendly + Zoom + Clio: When a new invitee is created in Calendly, a meeting is created in Zoom, and a corresponding calendar entry is created in Clio.
Clio + Calendly + Google Calendar: When a new task is created in Clio, an event is created in Calendly and synced to Google Calendar.
Calendly and Clio integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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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 Calendly and Clio
How can I connect my Calendly account to Clio using Latenode?
To connect your Calendly account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from Calendly bookings?
Yes, you can! Latenode automates contact creation in Clio from new Calendly events, eliminating manual data entry and saving valuable time. This ensures your client records are always up-to-date.
What types of tasks can I perform by integrating Calendly with Clio?
Integrating Calendly with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Calendly booking information automatically.
- Update existing Clio contacts with Calendly event details.
- Generate Clio tasks based on scheduled Calendly appointments.
- Send automated email reminders via Clio for upcoming Calendly events.
- Log Calendly appointment outcomes as notes within Clio client files.
How secure is my Calendly data when using Latenode integration?
Latenode employs robust security measures, including encryption and access controls, ensuring your Calendly and Clio data remains secure during all integrations.
Are there any limitations to the Calendly and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API limits of Calendly and Clio.
- Advanced Clio permissions may be needed for certain workflow actions.
