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How to connect Clio and Captions
Create a New Scenario to Connect Clio and Captions
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 Captions will be your first step. To do this, click "Choose an app," find Clio or Captions, 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 Captions Node
Next, click the plus (+) icon on the Clio node, select Captions from the list of available apps, and choose the action you need from the list of nodes within Captions.
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Authenticate Captions
Now, click the Captions node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Captions settings. Authentication allows you to use Captions through Latenode.
Configure the Clio and Captions 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 Captions 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, Captions, 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 Captions integration works as expected. Depending on your setup, data should flow between Clio and Captions (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 Captions
Clio + Captions + Google Drive: When a new communication is created in Clio (likely a video call), submit the video for transcription to Captions. Once the transcription is complete (though the available actions don't directly confirm completion, we'll assume it's handled internally by Captions after submitting the video), upload the video file and its transcript to a designated Google Drive folder associated with the corresponding Clio case.
Clio + Captions + Slack: When a new communication (meeting) occurs in Clio, submit the associated video to Captions for transcription. Once the video is transcribed, send the transcript and a summary (assuming Captions provides this as part of the transcription process, since it can Submit requests) to a dedicated Slack channel for review and follow-up.
Clio and Captions 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 Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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See how Latenode works
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FAQ Clio and Captions
How can I connect my Clio account to Captions using Latenode?
To connect your Clio account to Captions 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 Captions accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Captions videos from new Clio cases?
Yes, you can! Latenode lets you trigger Captions video creation upon new Clio case creation. Automate content, save time, and streamline workflows without coding.
What types of tasks can I perform by integrating Clio with Captions?
Integrating Clio with Captions allows you to perform various tasks, including:
- Generate client video summaries when a case is closed in Clio.
- Create promotional videos for new legal services using Clio data.
- Automatically add Clio client contact information to Captions projects.
- Send video updates to clients based on Clio case milestones.
- Archive Captions videos linked to closed cases in Clio.
Can I filter Clio data before sending it to Captions?
Yes! Latenode's data transformation features allow granular filtering and modification of Clio data before it reaches Captions, ensuring accuracy.
Are there any limitations to the Clio and Captions integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time updates depend on the API capabilities of both apps.
- Large data volumes can impact processing time in some workflows.
