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How to connect Clio and Bitrix24
Create a New Scenario to Connect Clio and Bitrix24
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 Bitrix24 will be your first step. To do this, click "Choose an app," find Clio or Bitrix24, 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 Bitrix24 Node
Next, click the plus (+) icon on the Clio node, select Bitrix24 from the list of available apps, and choose the action you need from the list of nodes within Bitrix24.
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Authenticate Bitrix24
Now, click the Bitrix24 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitrix24 settings. Authentication allows you to use Bitrix24 through Latenode.
Configure the Clio and Bitrix24 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 Bitrix24 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, Bitrix24, 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 Bitrix24 integration works as expected. Depending on your setup, data should flow between Clio and Bitrix24 (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 Bitrix24
Clio + Bitrix24 + Google Calendar: When a new calendar entry is created in Clio, a corresponding task is created in Bitrix24. Then, a Google Calendar event is created that includes all parties involved, ensuring everyone is aware of the Clio appointment.
Bitrix24 + Clio + Slack: When a deal closes in Bitrix24, a new matter is created in Clio. Afterwards, a notification is sent to a dedicated Slack channel announcing the closed deal and linking to the new Clio matter.
Clio and Bitrix24 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 Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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See how Latenode works
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FAQ Clio and Bitrix24
How can I connect my Clio account to Bitrix24 using Latenode?
To connect your Clio account to Bitrix24 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 Bitrix24 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation from Clio matters in Bitrix24?
Yes, you can! Latenode's visual editor makes it easy to automatically create Bitrix24 leads from new Clio matters, streamlining your sales process and ensuring no lead is missed.
What types of tasks can I perform by integrating Clio with Bitrix24?
Integrating Clio with Bitrix24 allows you to perform various tasks, including:
- Creating new Bitrix24 deals when new matters are created in Clio.
- Updating Bitrix24 contacts with information from Clio clients.
- Automatically logging communication from Clio in Bitrix24 activities.
- Triggering Bitrix24 tasks when a Clio matter reaches a specific stage.
- Generating custom reports combining data from Clio and Bitrix24.
How secure is my Clio data within Latenode's integration?
Latenode uses secure authentication methods and encryption to protect your Clio data during integration and transit.
Are there any limitations to the Clio and Bitrix24 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Clio and Bitrix24 might require manual effort.
- Complex custom fields in either Clio or Bitrix24 might need custom mapping.
- Real-time synchronization depends on the API limits of both services.
