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Automatically transcribe Clio client calls using Captions, then use Latenode's visual editor to summarize transcripts and log key action items. Leverage flexible JavaScript nodes to parse data, while saving costs with execution-based pricing.
Connect Captions and Clio in minutes with Latenode.
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Create a New Scenario to Connect Captions 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 Captions, triggered by another scenario, or executed manually (for testing purposes). In most cases, Captions or Clio will be your first step. To do this, click "Choose an app," find Captions or Clio, and select the appropriate trigger to start the scenario.
Add the Captions Node
Select the Captions node from the app selection panel on the right.
Captions
Configure the Captions
Click on the Captions node to configure it. You can modify the Captions 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 Captions node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Captions
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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 Captions 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 Captions 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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Captions
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Captions, 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 Captions and Clio integration works as expected. Depending on your setup, data should flow between Captions and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Captions + Clio + Slack: When a video generation request is completed in Captions, automatically send the generated captions along with a link to the video to a specified Slack channel for legal team review.
Captions + Clio + Google Drive: When a video generation request is completed in Captions, automatically save the video and its generated captions to the appropriate client folder in Google Drive, based on matter information found in Clio.
About Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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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 Captions account to Clio using Latenode?
To connect your Captions account to Clio on Latenode, follow these steps:
Can I automatically save Captions transcripts to Clio?
Yes, you can! With Latenode, automatically save Captions transcripts as Clio documents. This ensures compliance and easy access—a streamlined, no-code legal workflow.
What types of tasks can I perform by integrating Captions with Clio?
Integrating Captions with Clio allows you to perform various tasks, including:
Can Latenode trigger workflows based on Captions events?
Yes, Latenode can trigger workflows from Captions! Use new transcript events to kick off automated Clio tasks, boosting efficiency and collaboration.
Are there any limitations to the Captions and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: