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How to connect Clio and Cal.com
Create a New Scenario to Connect Clio and Cal.com
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 Cal.com will be your first step. To do this, click "Choose an app," find Clio or Cal.com, 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 Cal.com Node
Next, click the plus (+) icon on the Clio node, select Cal.com from the list of available apps, and choose the action you need from the list of nodes within Cal.com.
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Authenticate Cal.com
Now, click the Cal.com node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cal.com settings. Authentication allows you to use Cal.com through Latenode.
Configure the Clio and Cal.com 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 Cal.com 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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Cal.com
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Cal.com, 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 Cal.com integration works as expected. Depending on your setup, data should flow between Clio and Cal.com (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 Cal.com
Cal.com + Zoom + Clio: When a meeting is booked in Cal.com, a Zoom meeting is automatically created. After the Zoom meeting is completed, a record of the meeting is created in Clio as a communication record.
Clio + Cal.com + Google Calendar: When a new contact is added to Clio, an initial consultation is scheduled in Cal.com. This consultation is then added as an event to Google Calendar.
Clio and Cal.com 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 Cal.com
Embed Cal.com in Latenode to automate meeting scheduling. Trigger flows based on booking events: send follow-up emails, update CRMs, or generate reports. Latenode adds advanced logic, data manipulation, and integrations Cal.com lacks natively, creating flexible, scalable scheduling workflows.
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See how Latenode works
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FAQ Clio and Cal.com
How can I connect my Clio account to Cal.com using Latenode?
To connect your Clio account to Cal.com 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 Cal.com accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio matters from Cal.com bookings?
Yes, you can! Latenode's visual editor makes it easy to trigger Clio matter creation when a new Cal.com booking is made, saving you time and ensuring no appointments are missed.
What types of tasks can I perform by integrating Clio with Cal.com?
Integrating Clio with Cal.com allows you to perform various tasks, including:
- Automatically creating Clio contacts from new Cal.com bookings.
- Updating Clio matters with details from Cal.com appointment data.
- Sending automated reminders via Cal.com based on Clio matter deadlines.
- Generating invoices in Clio after a Cal.com consultation.
- Syncing client contact information between Clio and Cal.com.
How do I handle complex logic within my Clio Latenode workflows?
Latenode allows you to incorporate JavaScript code blocks to handle advanced data manipulation, complex conditions, or custom API calls for intricate Clio workflows.
Are there any limitations to the Clio and Cal.com integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both services.
- Custom field mappings may require advanced configuration using JavaScript.
- Historical data migration from Clio to Cal.com requires manual setup.
