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How to connect Clio and Basin
Create a New Scenario to Connect Clio and Basin
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 Basin will be your first step. To do this, click "Choose an app," find Clio or Basin, 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 Basin Node
Next, click the plus (+) icon on the Clio node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the Clio and Basin 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 Basin 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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Basin
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Basin, 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 Basin integration works as expected. Depending on your setup, data should flow between Clio and Basin (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 Basin
Clio + Basin + Slack: When a new contact is created in Clio, their information is sent to Basin to create a new submission. Subsequently, a welcome message is sent to a designated Slack channel.
Basin + Clio + Google Sheets: When a new submission is received in Basin, a new contact is created in Clio. The details of the submission are then logged in a Google Sheet.
Clio and Basin 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 Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
Similar apps
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See how Latenode works
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FAQ Clio and Basin
How can I connect my Clio account to Basin using Latenode?
To connect your Clio account to Basin 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 Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save new Clio client info to a Basin form?
Yes, you can! Latenode lets you automate data transfers from Clio to Basin, ensuring client information is captured instantly. Use AI steps to process data further!
What types of tasks can I perform by integrating Clio with Basin?
Integrating Clio with Basin allows you to perform various tasks, including:
- Automatically creating a new Basin form submission when a new Clio contact is created.
- Updating a Basin form with case details when a Clio matter is updated.
- Triggering a welcome email sequence via Basin when a new Clio client signs up.
- Creating a consolidated client report using data from both Clio and Basin.
- Sending custom satisfaction surveys via Basin after a Clio matter is closed.
Can I use JavaScript functions with Clio data inside Latenode workflows?
Yes! Latenode allows full JavaScript integration, letting you transform Clio data, add custom logic, and extend workflow capabilities.
Are there any limitations to the Clio and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Clio custom field types might require custom JavaScript parsing.
- Basin's API rate limits may affect high-volume data transfers.
- Complex conditional logic may require a Latenode Enterprise plan for optimal performance.
