Clio and Apify Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Enrich your Clio client data with web insights using Apify's data extraction. Latenode's visual editor simplifies the process, adding custom logic via JavaScript to qualify leads automatically and affordably, paying only for execution time.

Swap Apps

Clio

Apify

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Clio and Apify

Create a New Scenario to Connect Clio and Apify

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 Apify will be your first step. To do this, click "Choose an app," find Clio or Apify, 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.

+
1

Clio

Configure the Clio

Click on the Clio node to configure it. You can modify the Clio URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Clio

Node type

#1 Clio

/

Name

Untitled

Connection *

Select

Map

Connect Clio

Sign In

Run node once

Add the Apify Node

Next, click the plus (+) icon on the Clio node, select Apify from the list of available apps, and choose the action you need from the list of nodes within Apify.

1

Clio

+
2

Apify

Authenticate Apify

Now, click the Apify node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apify settings. Authentication allows you to use Apify through Latenode.

1

Clio

+
2

Apify

Node type

#2 Apify

/

Name

Untitled

Connection *

Select

Map

Connect Apify

Sign In

Run node once

Configure the Clio and Apify Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Clio

+
2

Apify

Node type

#2 Apify

/

Name

Untitled

Connection *

Select

Map

Connect Apify

Apify Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Clio and Apify 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.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Apify

1

Trigger on Webhook

2

Clio

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring Clio, Apify, 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 Apify integration works as expected. Depending on your setup, data should flow between Clio and Apify (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 Apify

Clio + Apify + Slack: When a new case is created in Clio, Apify scrapes online articles related to the case. A summary of the scraped content is then sent to a designated Slack channel.

Apify + Google Sheets + Clio: Apify scrapes data from competitor legal services websites and saves the data into a Google Sheet. When a new row is added to the sheet, Clio creates a new contact with the lead information.

Clio and Apify 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.

About Apify

Use Apify in Latenode to extract web data at scale for lead generation, market research, and more. Apify handles complex scraping, while Latenode orchestrates the data: trigger workflows, transform results with AI, and send data to any app. Automate web actions visually and affordably.

See how Latenode works

FAQ Clio and Apify

How can I connect my Clio account to Apify using Latenode?

To connect your Clio account to Apify 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 Apify accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically extract client data from websites into Clio?

Yes, you can! Latenode's Apify integration lets you scrape web data and seamlessly transfer it to Clio, saving manual entry and ensuring up-to-date client information.

What types of tasks can I perform by integrating Clio with Apify?

Integrating Clio with Apify allows you to perform various tasks, including:

  • Automatically enriching client profiles in Clio with data scraped from the web.
  • Monitoring websites for mentions of your law firm and logging them in Clio.
  • Extracting contact information from legal directories and adding it as leads in Clio.
  • Collecting data on competitors' pricing and services and storing it in Clio.
  • Gathering relevant news articles for specific cases and attaching them to Clio matters.

How can I automate client onboarding tasks using Clio on Latenode?

Automate with Latenode! Build workflows that trigger actions in other apps when a new client is added to Clio, streamlining your process.

Are there any limitations to the Clio and Apify integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Apify data extraction limits are based on your Apify subscription plan.
  • Real-time data synchronization depends on the APIs offered by Clio and Apify.
  • Custom JavaScript code in Apify may require advanced knowledge.

Try now