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How to connect Canny and Clio
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.
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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.
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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 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:
- 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 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.
Most powerful ways to connect Canny and Clio
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.
Canny and Clio integration alternatives
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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See how Latenode works
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FAQ Canny and Clio
How can I connect my Canny account to Clio using Latenode?
To connect your Canny account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny 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 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:
- Create new Clio projects when a Canny post reaches a specific upvote threshold.
- Add Canny user details to Clio contacts for better client relationship management.
- Automatically log billable hours in Clio based on time spent addressing Canny requests.
- Update Clio task statuses when related feature requests are marked as "completed" in Canny.
- Generate reports combining Canny feedback data with Clio project metrics.
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:
- Historical data migration from Canny to Clio may require manual setup.
- Complex Canny workflows with many steps may impact Clio performance.
- Custom fields in Canny might require JavaScript code to map to Clio fields.
