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How to connect Clio and 123FormBuilder
Create a New Scenario to Connect Clio and 123FormBuilder
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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or 123FormBuilder will be your first step. To do this, click "Choose an app," find Clio or 123FormBuilder, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the 123FormBuilder Node
Next, click the plus (+) icon on the Clio node, select 123FormBuilder from the list of available apps, and choose the action you need from the list of nodes within 123FormBuilder.
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Authenticate 123FormBuilder
Now, click the 123FormBuilder node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 123FormBuilder settings. Authentication allows you to use 123FormBuilder through Latenode.
Configure the Clio and 123FormBuilder 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 Clio and 123FormBuilder 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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Save and Activate the Scenario
After configuring Clio, 123FormBuilder, 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 Clio and 123FormBuilder integration works as expected. Depending on your setup, data should flow between Clio and 123FormBuilder (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and 123FormBuilder
123FormBuilder + Clio + Google Sheets: When a new submission is received in 123FormBuilder, a new contact is created in Clio, and the submission data is logged in Google Sheets for reporting purposes.
123FormBuilder + Clio + Docusign: Upon submission of a form in 123FormBuilder, a new contact is created in Clio. Then, a contract is sent to the new contact via DocuSign using a pre-defined template.
Clio and 123FormBuilder integration alternatives
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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About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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See how Latenode works
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FAQ Clio and 123FormBuilder
How can I connect my Clio account to 123FormBuilder using Latenode?
To connect your Clio account to 123FormBuilder on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and 123FormBuilder accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new 123FormBuilder submissions?
Yes, you can! Latenode's visual editor makes it easy to map form fields to Clio contact details, ensuring seamless lead capture and saving you valuable time by automating data entry.
What types of tasks can I perform by integrating Clio with 123FormBuilder?
Integrating Clio with 123FormBuilder allows you to perform various tasks, including:
- Create new Clio matters when a specific 123FormBuilder form is submitted.
- Update Clio contact information based on changes in 123FormBuilder submissions.
- Send automated email notifications via Clio based on form submission status.
- Generate reports in Clio using data collected from 123FormBuilder.
- Trigger custom workflows in Latenode based on combined Clio and form data.
How secure is connecting my Clio data through Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Clio data during integration and workflow execution, maintaining confidentiality.
Are there any limitations to the Clio and 123FormBuilder integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript or AI blocks.
- Real-time updates depend on the API rate limits of both Clio and 123FormBuilder.
- Custom field mappings may require initial setup within Latenode's visual editor.
