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How to connect Clio and Bland AI
Create a New Scenario to Connect Clio and Bland AI
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 Bland AI will be your first step. To do this, click "Choose an app," find Clio or Bland AI, 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 Bland AI Node
Next, click the plus (+) icon on the Clio node, select Bland AI from the list of available apps, and choose the action you need from the list of nodes within Bland AI.
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Authenticate Bland AI
Now, click the Bland AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bland AI settings. Authentication allows you to use Bland AI through Latenode.
Configure the Clio and Bland AI 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 Bland AI 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, Bland AI, 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 Bland AI integration works as expected. Depending on your setup, data should flow between Clio and Bland AI (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 Bland AI
Clio + Bland AI + Slack: When a new communication is logged in Clio, retrieve the transcript from Bland AI, summarize it, and then send the summary to a dedicated Slack channel.
Bland AI + Clio + Google Sheets: When a phone call ends in Bland AI, analyze the call, create a new row in Google Sheets to log the sentiment analysis results, and create a communication entry in Clio associated with the relevant client.
Clio and Bland AI 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 Bland AI
Use Bland AI in Latenode to automate content creation or rewrite existing text. Streamline your marketing or support workflows by generating tailored responses. Integrate it directly into your Latenode scenarios and use visual tools to manage prompts, route results, and scale AI tasks without complex coding.
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See how Latenode works
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FAQ Clio and Bland AI
How can I connect my Clio account to Bland AI using Latenode?
To connect your Clio account to Bland AI 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 Bland AI accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically text clients about upcoming court dates?
Yes, you can! Latenode’s visual editor makes this simple. Combine Clio data with Bland AI to send timely reminders, improving client communication effortlessly.
What types of tasks can I perform by integrating Clio with Bland AI?
Integrating Clio with Bland AI allows you to perform various tasks, including:
- Send SMS appointment reminders pulled directly from Clio matter details.
- Automatically create follow-up tasks in Clio after a Bland AI conversation.
- Update client information in Clio based on data captured by Bland AI.
- Trigger personalized SMS greetings for new Clio clients using Bland AI.
- Analyze client communication sentiment using Bland AI, and log it in Clio.
How easily can I filter Clio contacts before sending SMS via Bland AI?
Latenode's data filtering allows you to precisely target specific client segments. Filter by matter type, last contact date, and more before sending any messages.
Are there any limitations to the Clio and Bland AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio data structures may require custom JavaScript transformation.
- Bland AI message costs are separate and depend on your Bland AI plan.
- Initial workflow setup requires understanding of Clio and Bland AI data models.
