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Automatically sync billable hours from Clio to Atera as service tickets, reducing manual data entry. Use Latenode's visual editor to add custom logic, and scale affordably by paying only for execution time.
Connect Clio and Atera in minutes with Latenode.
Create Clio to Atera workflow
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Create a New Scenario to Connect Clio and Atera
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 Atera will be your first step. To do this, click "Choose an app," find Clio or Atera, 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.
Clio
Add the Atera Node
Next, click the plus (+) icon on the Clio node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
Clio
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Atera
Authenticate Atera
Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.
Configure the Clio and Atera 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 Atera Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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Clio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Clio, Atera, 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 Atera integration works as expected. Depending on your setup, data should flow between Clio and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Atera + Slack: When a new contact is added in Clio, create a corresponding customer profile in Atera and notify the IT support team in Slack.
Atera + Clio + Google Calendar: When a new ticket is created in Atera and is associated with a client tracked in Clio, schedule a meeting in Google Calendar.
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 Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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How can I connect my Clio account to Atera using Latenode?
To connect your Clio account to Atera on Latenode, follow these steps:
Can I automatically create Atera tickets from new Clio matters?
Yes, you can! With Latenode, you can set up automated workflows to create Atera tickets whenever a new matter is created in Clio. This ensures seamless issue tracking and faster response times.
What types of tasks can I perform by integrating Clio with Atera?
Integrating Clio with Atera allows you to perform various tasks, including:
How does Latenode handle Clio's custom fields during integration?
Latenode provides robust support for Clio's custom fields, allowing you to map and utilize them within your workflows, including advanced JavaScript transformations.
Are there any limitations to the Clio and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: