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How to connect Clio and Bubble
Create a New Scenario to Connect Clio and Bubble
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 Bubble will be your first step. To do this, click "Choose an app," find Clio or Bubble, 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 Bubble Node
Next, click the plus (+) icon on the Clio node, select Bubble from the list of available apps, and choose the action you need from the list of nodes within Bubble.
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Authenticate Bubble
Now, click the Bubble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bubble settings. Authentication allows you to use Bubble through Latenode.
Configure the Clio and Bubble 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 Bubble 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, Bubble, 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 Bubble integration works as expected. Depending on your setup, data should flow between Clio and Bubble (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 Bubble
Clio + Bubble + Slack: When a new contact is created in Clio, a new user account is created in Bubble. Subsequently, a welcome message is sent to a designated Slack channel to greet the new user.
Bubble + Clio + Zoom: When a new user signs up in Bubble, a contact is created in Clio with the user's information. Then, an introductory call is scheduled in Zoom.
Clio and Bubble 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 Bubble
Use Bubble's visual builder inside Latenode for flexible no-code apps within your automation workflows. Trigger flows based on Bubble events or update Bubble data from other services. Automate complex logic using JavaScript or AI, and scale your apps affordably thanks to Latenode's execution-time pricing and API-first design.
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See how Latenode works
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FAQ Clio and Bubble
How can I connect my Clio account to Bubble using Latenode?
To connect your Clio account to Bubble 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 Bubble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Bubble form submissions?
Yes, easily! Latenode allows seamless data transfer using a visual interface. Trigger workflows from Bubble to automatically add new contacts to Clio, saving time and improving data consistency.
What types of tasks can I perform by integrating Clio with Bubble?
Integrating Clio with Bubble allows you to perform various tasks, including:
- Automatically creating Clio matters from new Bubble application data.
- Updating Clio client information based on Bubble user profile changes.
- Triggering Bubble notifications for upcoming Clio court dates or deadlines.
- Generating custom reports in Bubble using data from Clio legal cases.
- Creating invoices in Clio when a payment is received in Bubble.
CanIuseLatenodetoorchestratesophisticateddataflowbetweenClioandBubble?
Yes! Latenode's advanced logic and JavaScript blocks unlock complex data transformations and conditional routing for seamless Clio and Bubble synchronization.
Are there any limitations to the Clio and Bubble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API limits of both Clio and Bubble.
- Complex data transformations might require some JavaScript coding knowledge.
- Attachments from Bubble might need specific configurations for Clio compatibility.
