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How to connect Clio and Bouncer
Create a New Scenario to Connect Clio and Bouncer
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 Bouncer will be your first step. To do this, click "Choose an app," find Clio or Bouncer, 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 Bouncer Node
Next, click the plus (+) icon on the Clio node, select Bouncer from the list of available apps, and choose the action you need from the list of nodes within Bouncer.
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Bouncer
Authenticate Bouncer
Now, click the Bouncer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bouncer settings. Authentication allows you to use Bouncer through Latenode.
Configure the Clio and Bouncer 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 Bouncer 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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Bouncer
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Trigger on Webhook
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Clio
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Save and Activate the Scenario
After configuring Clio, Bouncer, 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 Bouncer integration works as expected. Depending on your setup, data should flow between Clio and Bouncer (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 Bouncer
Clio + Bouncer + Slack: When a new contact is added to Clio, automatically verify their email in Bouncer. If the email is valid, send a welcome message to the contact in Slack.
Bouncer + Clio + Google Sheets: When Bouncer detects an invalid email, find the corresponding client in Clio. Then, add a row to Google Sheets logging the invalid email and client information.
Clio and Bouncer 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 Bouncer
Use Bouncer in Latenode to verify email deliverability inside your marketing automation. Connect it to lead sources, CRMs, or signup forms. Stop sending emails to invalid addresses and improve sender reputation directly from your Latenode workflows. Add custom logic via JavaScript for advanced filtering.
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Clio + Bouncer integration
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FAQ Clio and Bouncer
How can I connect my Clio account to Bouncer using Latenode?
To connect your Clio account to Bouncer 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 Bouncer accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically verify client emails after a new matter is created?
Yes! Latenode lets you automate email verification using Bouncer whenever a new matter is created in Clio. This ensures accurate contact information and improves communication efficiency.
What types of tasks can I perform by integrating Clio with Bouncer?
Integrating Clio with Bouncer allows you to perform various tasks, including:
- Automatically verify new client emails added to Clio using Bouncer.
- Update Clio contact records with Bouncer verification status.
- Trigger alerts based on Bouncer's email verification results.
- Segment your Clio client list based on email quality scores.
- Maintain a clean and up-to-date contact database in Clio.
How easily can I filter Clio contacts by Bouncer email verification status?
Latenode simplifies filtering. After integrating, you can create custom filters in your flows to easily segment contacts based on verification data.
Are there any limitations to the Clio and Bouncer integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Clio and Bouncer may affect high-volume workflows.
- Custom fields in Clio require careful mapping to Bouncer data.
- Initial synchronization of large contact lists might take some time.
