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How to connect ClickMeeting and Clio
Create a New Scenario to Connect ClickMeeting 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 ClickMeeting, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickMeeting or Clio will be your first step. To do this, click "Choose an app," find ClickMeeting or Clio, and select the appropriate trigger to start the scenario.
Add the ClickMeeting Node
Select the ClickMeeting node from the app selection panel on the right.
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Configure the ClickMeeting
Click on the ClickMeeting node to configure it. You can modify the ClickMeeting 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 ClickMeeting 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 ClickMeeting 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 ClickMeeting 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 ClickMeeting, 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 ClickMeeting and Clio integration works as expected. Depending on your setup, data should flow between ClickMeeting 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 ClickMeeting and Clio
Clio + ClickMeeting + Google Calendar: When a new calendar entry is created in Clio, a new conference is created in ClickMeeting, and the event is added to Google Calendar.
Clio + ClickMeeting + Slack: When a new calendar entry is created in Clio, a ClickMeeting conference is created, and a message is sent to a Slack channel to notify the team.
ClickMeeting and Clio integration alternatives
About ClickMeeting
Automate ClickMeeting tasks within Latenode. Trigger webinars based on CRM data or user actions. Sync attendee info to databases, send follow-ups, and analyze engagement, all without manual work. Latenode adds flexibility via custom logic and AI, going beyond basic scheduling for smarter event workflows.
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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 ClickMeeting and Clio
How can I connect my ClickMeeting account to Clio using Latenode?
To connect your ClickMeeting account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickMeeting and click on "Connect".
- Authenticate your ClickMeeting and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from ClickMeeting webinar attendees?
Yes, you can! Latenode lets you automate contact creation, saving time and ensuring all webinar leads are captured in Clio. Use our no-code blocks or custom JavaScript for advanced data mapping.
What types of tasks can I perform by integrating ClickMeeting with Clio?
Integrating ClickMeeting with Clio allows you to perform various tasks, including:
- Automatically adding ClickMeeting webinar registrants as new Clio contacts.
- Creating Clio tasks based on ClickMeeting webinar attendance.
- Updating Clio client information with ClickMeeting webinar engagement data.
- Triggering ClickMeeting webinars when new clients are added in Clio.
- Sending Clio case updates as automated messages in ClickMeeting.
How can I use ClickMeeting’s data to personalize Clio communications?
Use Latenode's advanced data manipulation to tailor Clio communications based on ClickMeeting webinar interactions. Leverage AI for dynamic content and personalized messaging.
Are there any limitations to the ClickMeeting and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of ClickMeeting and Clio.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires administrator access to both ClickMeeting and Clio.
