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Automatically add ClickMeeting webinar attendees as new Clio clients, streamlining client onboarding. Latenode's flexible API integration and no-code editor make customizing the workflow easy, reducing manual data entry.
Connect ClickMeeting and Clio in minutes with Latenode.
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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.
ClickMeeting
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.
ClickMeeting
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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 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:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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ClickMeeting
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Iterator
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Webhook response
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.
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.
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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How can I connect my ClickMeeting account to Clio using Latenode?
To connect your ClickMeeting account to Clio on Latenode, follow these steps:
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:
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: