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How to connect Clio and Apollo
Create a New Scenario to Connect Clio and Apollo
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 Apollo will be your first step. To do this, click "Choose an app," find Clio or Apollo, 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 Apollo Node
Next, click the plus (+) icon on the Clio node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Clio and Apollo 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 Apollo 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, Apollo, 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 Apollo integration works as expected. Depending on your setup, data should flow between Clio and Apollo (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 Apollo
Clio + Apollo + Slack: When a new contact is created in Clio, search for their details in Apollo. If found, send a notification to the sales team in Slack with the contact information.
Apollo + Clio + Google Sheets: When a new contact is created in Apollo, create a corresponding contact in Clio, and then add a row to a Google Sheet to track the new contact.
Clio and Apollo 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 Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Clio and Apollo
How can I connect my Clio account to Apollo using Latenode?
To connect your Clio account to Apollo 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 Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contact information between Clio and Apollo?
Yes, you can! Latenode lets you sync data bidirectionally. Ensure consistent contact details, saving time and preventing errors using flexible no-code tools.
What types of tasks can I perform by integrating Clio with Apollo?
Integrating Clio with Apollo allows you to perform various tasks, including:
- Create new Apollo contacts from new Clio clients automatically.
- Update Apollo contact statuses based on activity in Clio.
- Log Apollo emails and calls as activities within Clio matters.
- Trigger Apollo outreach sequences based on events in Clio.
- Sync custom fields between Clio clients and Apollo contacts.
Can I trigger workflows in Latenode based on specific Clio matter stages?
Yes, Latenode enables triggers based on Clio matter stages, letting you automate Apollo outreach when a matter reaches a defined stage.
Are there any limitations to the Clio and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- The integration relies on the availability of Clio and Apollo APIs.
- Rate limits on the Clio or Apollo APIs may affect workflow execution.
