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How to connect Chatwork and Clio
Create a New Scenario to Connect Chatwork 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 Chatwork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chatwork or Clio will be your first step. To do this, click "Choose an app," find Chatwork or Clio, and select the appropriate trigger to start the scenario.
Add the Chatwork Node
Select the Chatwork node from the app selection panel on the right.
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Configure the Chatwork
Click on the Chatwork node to configure it. You can modify the Chatwork 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 Chatwork 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 Chatwork 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 Chatwork 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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Clio
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chatwork, 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 Chatwork and Clio integration works as expected. Depending on your setup, data should flow between Chatwork 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 Chatwork and Clio
Clio + Google Calendar + Chatwork: When a new calendar entry is created in Clio, it automatically creates an event in Google Calendar. Once the Google Calendar event is created, a message is sent in Chatwork to notify participants.
Clio + Slack + Chatwork: When a new contact is added to Clio, a message is sent to a Slack channel. Simultaneously, a message is sent to a specified Chatwork room to notify the legal team.
Chatwork and Clio integration alternatives
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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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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FAQ Chatwork and Clio
How can I connect my Chatwork account to Clio using Latenode?
To connect your Chatwork account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chatwork and click on "Connect".
- Authenticate your Chatwork and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically post Clio updates to Chatwork?
Yes, you can! Latenode's visual editor allows you to trigger Chatwork messages when Clio cases are updated, keeping your team informed with no coding required. Improve real-time collaboration.
What types of tasks can I perform by integrating Chatwork with Clio?
Integrating Chatwork with Clio allows you to perform various tasks, including:
- Receive Chatwork notifications for new Clio client inquiries.
- Create Clio tasks from Chatwork messages.
- Post daily summaries of Clio case updates to a Chatwork room.
- Automatically send Chatwork reminders for upcoming Clio deadlines.
- Archive Chatwork discussions related to closed Clio cases.
How do I handle errors when integrating Chatwork on Latenode?
Latenode provides detailed error logs and debugging tools, enabling you to quickly identify and resolve issues within your Chatwork and Clio workflows.
Are there any limitations to the Chatwork and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows might require JavaScript for advanced data manipulation.
- Rate limits imposed by Chatwork and Clio APIs can affect performance.
- Custom field mappings in Clio may need manual configuration.
