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How to connect Clio and 7todos
Create a New Scenario to Connect Clio and 7todos
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 7todos will be your first step. To do this, click "Choose an app," find Clio or 7todos, 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 7todos Node
Next, click the plus (+) icon on the Clio node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.
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Authenticate 7todos
Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.
Configure the Clio and 7todos 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 7todos 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 Clio, 7todos, 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 7todos integration works as expected. Depending on your setup, data should flow between Clio and 7todos (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 7todos
Clio + 7todos + Slack: When a new task is created in Clio, a corresponding task is created in 7todos to manage workload, and the legal team is notified via Slack to track progress.
7todos + Clio + Google Calendar: When a task is completed in 7todos, an event is created in Google Calendar to remind the user to update the client in Clio.
Clio and 7todos 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 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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See how Latenode works
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FAQ Clio and 7todos
How can I connect my Clio account to 7todos using Latenode?
To connect your Clio account to 7todos 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 7todos accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Clio clients to 7todos as projects?
Yes, with Latenode! Automatically create 7todos projects for each new Clio client. Latenode's visual editor and logic blocks make customization easy, saving you time and improving organization.
What types of tasks can I perform by integrating Clio with 7todos?
Integrating Clio with 7todos allows you to perform various tasks, including:
- Create 7todos tasks when new matters are added in Clio.
- Update task statuses in 7todos based on Clio matter stage changes.
- Generate client-specific task lists in 7todos from Clio data.
- Send daily summaries of overdue 7todos tasks to Clio contacts.
- Archive completed 7todos projects when corresponding Clio matters close.
What Clio data can I access in Latenode workflows?
You can access contacts, matters, documents, time entries, and communication logs. Latenode lets you use this data to trigger actions in other apps.
Are there any limitations to the Clio and 7todos integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require JavaScript coding for advanced data manipulation.
- Real-time synchronization depends on the API rate limits of both Clio and 7todos.
- Historical data migration between Clio and 7todos might need custom scripting.
