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How to connect Clio and Airparser
Create a New Scenario to Connect Clio and Airparser
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 Airparser will be your first step. To do this, click "Choose an app," find Clio or Airparser, 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 Airparser Node
Next, click the plus (+) icon on the Clio node, select Airparser from the list of available apps, and choose the action you need from the list of nodes within Airparser.
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Authenticate Airparser
Now, click the Airparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Airparser settings. Authentication allows you to use Airparser through Latenode.
Configure the Clio and Airparser 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 Airparser 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, Airparser, 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 Airparser integration works as expected. Depending on your setup, data should flow between Clio and Airparser (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 Airparser
Clio + Airparser + Google Sheets: When a new bill is created in Clio, Airparser extracts the invoice data from the associated document. This data is then automatically added as a new row in a Google Sheets spreadsheet for financial tracking.
Airparser + Clio + Slack: When a new document is uploaded to Airparser, it extracts contact information. This information is used to update existing contact details in Clio and then notifies the legal team on Slack about the updated client information.
Clio and Airparser 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 Airparser
Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.
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See how Latenode works
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FAQ Clio and Airparser
How can I connect my Clio account to Airparser using Latenode?
To connect your Clio account to Airparser 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 Airparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically extract invoice data into Clio?
Yes, you can! With Latenode, use Airparser to extract data, then automatically create new Clio contacts or update existing ones. Eliminate manual entry and ensure data accuracy with our flexible workflows.
What types of tasks can I perform by integrating Clio with Airparser?
Integrating Clio with Airparser allows you to perform various tasks, including:
- Automatically creating Clio contacts from parsed document data.
- Updating client information in Clio based on Airparser results.
- Parsing invoices and logging billable hours automatically.
- Extracting key information from legal documents directly into Clio.
- Creating tasks in Clio based on data found in parsed documents.
Can I use JavaScript code to transform data between Clio and Airparser?
Yes! Latenode's JavaScript code blocks allow flexible data transformations. Enrich or modify data between Clio and Airparser without limitations.
Are there any limitations to the Clio and Airparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Airparser's document processing speed depends on document complexity.
- Clio API rate limits may affect high-volume data transfers.
- Complex data transformations may require advanced JavaScript knowledge.
