.svg){kind=icon}
How to connect Clio and Chatwork
Create a New Scenario to Connect Clio and Chatwork
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 Chatwork will be your first step. To do this, click "Choose an app," find Clio or Chatwork, 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.
+
1
Clio
Add the Chatwork Node
Next, click the plus (+) icon on the Clio node, select Chatwork from the list of available apps, and choose the action you need from the list of nodes within Chatwork.
1
Clio
⚙
+
2
Chatwork
Authenticate Chatwork
Now, click the Chatwork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chatwork settings. Authentication allows you to use Chatwork through Latenode.
Configure the Clio and Chatwork 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 Chatwork 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Chatwork
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Chatwork, 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 Chatwork integration works as expected. Depending on your setup, data should flow between Clio and Chatwork (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 Chatwork
Clio + Google Calendar + Chatwork: When a new matter is created in Clio, a corresponding event is created in Google Calendar. Chatwork then sends a message to a specified room to notify the team about the new matter and the created calendar event.
Chatwork + Clio + Slack: When a new message is posted to a specific Chatwork room, the content of the message is added as a communication record to a matter in Clio. Then, a Slack message is sent to a designated channel to alert the legal team.
Clio and Chatwork 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.
Related categories
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Chatwork
How can I connect my Clio account to Chatwork using Latenode?
To connect your Clio account to Chatwork 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 Chatwork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Chatwork notifications for new Clio clients?
Yes, you can! Latenode enables real-time notifications, triggering Chatwork messages upon new client creation in Clio. Enhance team awareness with instant updates.
What types of tasks can I perform by integrating Clio with Chatwork?
Integrating Clio with Chatwork allows you to perform various tasks, including:
- Sending Chatwork alerts for new Clio invoices.
- Posting client meeting summaries from Clio to Chatwork.
- Updating Chatwork when a Clio task is completed.
- Notifying teams in Chatwork of new Clio project assignments.
- Creating Chatwork tasks from new Clio support requests.
Can I use JavaScript with the Clio integration?
Yes, Latenode's JavaScript support enables you to customize Clio workflows beyond standard options, greatly expanding automation possibilities.
Are there any limitations to the Clio and Chatwork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time sync depends on the APIs of Clio and Chatwork.
- Initial setup requires admin access to both Clio and Chatwork.
