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How to connect Clio and Beamer
Create a New Scenario to Connect Clio and Beamer
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 Beamer will be your first step. To do this, click "Choose an app," find Clio or Beamer, 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 Beamer Node
Next, click the plus (+) icon on the Clio node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.
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Authenticate Beamer
Now, click the Beamer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beamer settings. Authentication allows you to use Beamer through Latenode.
Configure the Clio and Beamer 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 Beamer 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, Beamer, 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 Beamer integration works as expected. Depending on your setup, data should flow between Clio and Beamer (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 Beamer
Clio + Beamer + Slack: When a matter is updated in Clio, a new post is created in Beamer and a notification is sent to a Slack channel.
Beamer + Clio + Google Sheets: When a new post is created in Beamer, the workflow searches for related matter details in Clio and adds a new row to a Google Sheet with the Beamer post and Clio matter data.
Clio and Beamer 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 Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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See how Latenode works
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FAQ Clio and Beamer
How can I connect my Clio account to Beamer using Latenode?
To connect your Clio account to Beamer 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 Beamer accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically announce new Clio case wins via Beamer?
Yes, with Latenode! Trigger Beamer announcements when a new case is won in Clio, keeping clients informed. Latenode's visual editor makes setup effortless, even with complex logic.
What types of tasks can I perform by integrating Clio with Beamer?
Integrating Clio with Beamer allows you to perform various tasks, including:
- Announce new Clio client onboarding in Beamer.
- Share key Clio case updates via Beamer's changelog.
- Post Clio invoice payment confirmations to Beamer.
- Notify clients of upcoming Clio appointments via Beamer.
- Send satisfaction surveys through Beamer after case closure in Clio.
How secure is Clio data when using Latenode?
Latenode employs advanced encryption and security protocols to ensure your Clio data remains protected during integration and workflow execution.
Are there any limitations to the Clio and Beamer integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API rate limits.
- Complex data transformations might require JavaScript code.
- Beamer customization is limited by its API capabilities.
