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How to connect Clio and ClickSend
Create a New Scenario to Connect Clio and ClickSend
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 ClickSend will be your first step. To do this, click "Choose an app," find Clio or ClickSend, 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 ClickSend Node
Next, click the plus (+) icon on the Clio node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Clio and ClickSend 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 ClickSend 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, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between Clio and ClickSend (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 ClickSend
Clio + ClickSend + Google Calendar: When a new calendar entry is created in Clio, send an SMS reminder to the client using ClickSend a specified time before the appointment. Then, create an event in Google Calendar to block out the time.
ClickSend + Clio + Slack: When a client responds to a text message via ClickSend, record the communication in Clio and notify a Slack channel.
Clio and ClickSend 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 ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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See how Latenode works
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FAQ Clio and ClickSend
How can I connect my Clio account to ClickSend using Latenode?
To connect your Clio account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for upcoming Clio appointments?
Yes, you can! Latenode's visual editor makes it easy to trigger ClickSend SMS messages based on Clio appointment dates. Automate reminders and reduce no-shows.
What types of tasks can I perform by integrating Clio with ClickSend?
Integrating Clio with ClickSend allows you to perform various tasks, including:
- Send SMS confirmations when new Clio matters are created.
- Automate follow-up SMS messages after client meetings.
- Send appointment reminders via SMS to clients.
- Notify staff via SMS about urgent new Clio tasks.
- Send payment reminders via SMS for overdue invoices.
How secure is my Clio data when using Latenode integrations?
Latenode employs industry-standard security practices, including encryption, to protect your Clio data during integration and workflow execution.
Are there any limitations to the Clio and ClickSend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex logic may require JavaScript knowledge.
- High-volume SMS sending may be subject to ClickSend rate limits.
- Custom Clio fields might require manual mapping.
