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Automatically create Clio matters from new Canny feature requests, ensuring no client feedback is missed. Latenode’s visual editor and affordable execution pricing make it easier to manage and scale your legal service improvements.
Connect Canny and Clio in minutes with Latenode.
Create Canny to Clio workflow
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Canny
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Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or Clio will be your first step. To do this, click "Choose an app," find Canny or Clio, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
Canny
Add the Clio Node
Next, click the plus (+) icon on the Canny node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Canny
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Clio
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 Canny 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 Canny and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Canny
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Canny, 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 Canny and Clio integration works as expected. Depending on your setup, data should flow between Canny and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Canny + Clio + Slack: When a new feature request is created in Canny, the automation checks if it relates to a specific client. If a client match is found within the Canny post's tags, a new task is created in Clio assigned to the legal team and a notification is sent to a dedicated Slack channel.
Canny + Clio + Google Sheets: When a new feature request is created in Canny, the automation checks if it relates to a specific client. If a client match is found within the Canny post's tags, a new matter is created in Clio, and the request details, including a count of similar requests, are logged in a Google Sheet for reporting purposes.
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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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How can I connect my Canny account to Clio using Latenode?
To connect your Canny account to Clio on Latenode, follow these steps:
Can I automatically create Clio tasks from new Canny feedback?
Yes, you can! Latenode lets you instantly turn Canny feature requests into actionable Clio tasks. Prioritize development based on user feedback, streamlining your workflow.
What types of tasks can I perform by integrating Canny with Clio?
Integrating Canny with Clio allows you to perform various tasks, including:
How secure is my Canny data when used with Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Canny data at all times.
Are there any limitations to the Canny and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: