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How to connect Circle and Clio
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Clio will be your first step. To do this, click "Choose an app," find Circle or Clio, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Clio integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Clio
Circle + Clio + Slack: When a new member joins a Circle community, their information is checked in Clio to see if legal document review is required. If so, a message is sent to a designated Slack channel.
Clio + Circle + Google Calendar: When a new calendar entry (court date or deadline) is created in Clio, an event is created in Circle to inform the community. This event is also added to Google Calendar to improve visibility.
Circle and Clio integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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 Circle and Clio
How can I connect my Circle account to Clio using Latenode?
To connect your Circle account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Circle and Clio integration?
Yes, automate onboarding! Latenode streamlines data transfer, triggering Clio tasks from Circle community events. Reduce manual work and improve client experience.
What types of tasks can I perform by integrating Circle with Clio?
Integrating Circle with Clio allows you to perform various tasks, including:
- Automatically create Clio contacts from new Circle members.
- Trigger Clio tasks when a Circle member joins a specific space.
- Update Clio client information based on Circle profile changes.
- Send Circle community updates based on Clio project milestones.
- Generate personalized welcome messages in Circle for new Clio clients.
Can I use custom fields from Circle in my Clio automations on Latenode?
Yes, Latenode supports using custom fields from Circle within your Clio automations. Access data to personalize workflows.
Are there any limitations to the Circle and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript or AI steps.
- Rate limits of Circle and Clio APIs apply to high-volume workflows.
- Real-time synchronization depends on the polling interval.
