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How to connect Clio and Agile CRM
Create a New Scenario to Connect Clio and Agile CRM
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 Agile CRM will be your first step. To do this, click "Choose an app," find Clio or Agile CRM, 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 Agile CRM Node
Next, click the plus (+) icon on the Clio node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
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Authenticate Agile CRM
Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.
Configure the Clio and Agile CRM 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 Agile CRM 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, Agile CRM, 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 Agile CRM integration works as expected. Depending on your setup, data should flow between Clio and Agile CRM (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 Agile CRM
Clio + Agile CRM + Google Sheets: When a new contact is created in Clio, their information is added as a new contact in Agile CRM and a new row is added to a Google Sheet for tracking and reporting purposes.
Agile CRM + Clio + Slack: When a new contact is added to Agile CRM, the workflow fetches associated case details from Clio using the contact's information, then sends a message to a designated Slack channel with the contact details and associated case information.
Clio and Agile CRM 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 Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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See how Latenode works
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FAQ Clio and Agile CRM
How can I connect my Clio account to Agile CRM using Latenode?
To connect your Clio account to Agile CRM 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 Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Clio clients to Agile CRM?
Yes, you can! Latenode automates data sync, ensuring new Clio clients automatically appear in Agile CRM, streamlining contact management and eliminating manual data entry.
What types of tasks can I perform by integrating Clio with Agile CRM?
Integrating Clio with Agile CRM allows you to perform various tasks, including:
- Creating Agile CRM contacts from new Clio clients automatically.
- Updating Agile CRM contact details when Clio client information changes.
- Triggering marketing campaigns in Agile CRM when a Clio case closes.
- Logging Clio billable hours as notes on Agile CRM contact records.
- Creating new Clio matters when a lead converts in Agile CRM.
HowsecureismydatabetweentheClioandAgileCRMintegration?
Latenode uses secure OAuth connections and encryption to protect data during transfer between Clio and Agile CRM, ensuring your information remains private and compliant.
Are there any limitations to the Clio and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio custom fields may require JavaScript for full Agile CRM mapping.
- Real-time data synchronization depends on the API request limits of both services.
- Historical data migration may require batch processing for large datasets.
