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How to connect Clio and Avaza
Create a New Scenario to Connect Clio and Avaza
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 Avaza will be your first step. To do this, click "Choose an app," find Clio or Avaza, 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 Avaza Node
Next, click the plus (+) icon on the Clio node, select Avaza from the list of available apps, and choose the action you need from the list of nodes within Avaza.
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Authenticate Avaza
Now, click the Avaza node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Avaza settings. Authentication allows you to use Avaza through Latenode.
Configure the Clio and Avaza 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 Avaza 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, Avaza, 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 Avaza integration works as expected. Depending on your setup, data should flow between Clio and Avaza (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 Avaza
Clio + Avaza + QuickBooks: When a billable activity is created in Clio, create a corresponding task in Avaza for project tracking. Upon completion of the task in Avaza, create an invoice in QuickBooks.
Avaza + Clio + Slack: When a project is completed in Avaza, create a summary note in Clio, then notify the team on Slack with a public channel message.
Clio and Avaza 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 Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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See how Latenode works
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FAQ Clio and Avaza
How can I connect my Clio account to Avaza using Latenode?
To connect your Clio account to Avaza 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 Avaza accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Avaza tasks from new Clio matters?
Yes, you can! Latenode lets you automate task creation. This saves time and ensures seamless project management across Clio and Avaza, leveraging no-code logic and AI for data mapping.
What types of tasks can I perform by integrating Clio with Avaza?
Integrating Clio with Avaza allows you to perform various tasks, including:
- Create Avaza projects when new matters are created in Clio.
- Sync client information between Clio and Avaza for consistent data.
- Generate Avaza invoices from Clio time entries automatically.
- Update task statuses in Avaza based on changes in Clio matters.
- Send notifications via Avaza when new documents are added to Clio.
Can I use JavaScript code to customize my Clio workflows?
Yes! Latenode allows you to use JavaScript code within your Clio workflows for advanced customization, data transformation, and custom logic not available in standard blocks.
Are there any limitations to the Clio and Avaza integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Clio and Avaza.
- Custom fields might need manual mapping during workflow configuration.
