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How to connect Clio and Businessmap
Create a New Scenario to Connect Clio and Businessmap
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 Businessmap will be your first step. To do this, click "Choose an app," find Clio or Businessmap, 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 Businessmap Node
Next, click the plus (+) icon on the Clio node, select Businessmap from the list of available apps, and choose the action you need from the list of nodes within Businessmap.
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Authenticate Businessmap
Now, click the Businessmap node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Businessmap settings. Authentication allows you to use Businessmap through Latenode.
Configure the Clio and Businessmap 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 Businessmap 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, Businessmap, 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 Businessmap integration works as expected. Depending on your setup, data should flow between Clio and Businessmap (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 Businessmap
Clio + Businessmap + Slack: When a new client is added in Clio, a corresponding project card is created in Businessmap. A notification is then sent to a designated Slack channel to inform the project team.
Businessmap + Clio + Google Calendar: When a card's stage changes in Businessmap, the associated task deadline is updated in Clio and an event is created in Google Calendar to reflect the new deadline.
Clio and Businessmap 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 Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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FAQ Clio and Businessmap
How can I connect my Clio account to Businessmap using Latenode?
To connect your Clio account to Businessmap 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 Businessmap accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Businessmap cards from new Clio matters?
Yes, you can! Latenode's visual editor makes this easy, even with custom fields. Automatically sync data, improve project tracking, and streamline matter management.
What types of tasks can I perform by integrating Clio with Businessmap?
Integrating Clio with Businessmap allows you to perform various tasks, including:
- Create Businessmap cards when new matters are created in Clio.
- Update Businessmap cards when matter details change in Clio.
- Sync task deadlines between Clio and Businessmap.
- Generate reports in Businessmap based on Clio data.
- Automatically assign team members to Businessmap cards from Clio.
What Clio data can I access within Latenode workflows?
You can access client data, matter details, invoices, and time entries. Latenode provides flexible, scalable data transformation for custom workflows.
Are there any limitations to the Clio and Businessmap integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio may require JavaScript for full synchronization.
- Initial data sync may take time depending on the volume of data.
- Real-time updates depend on API availability and polling intervals.
