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How to connect Clio and Clockify
Create a New Scenario to Connect Clio and Clockify
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 Clockify will be your first step. To do this, click "Choose an app," find Clio or Clockify, 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 Clockify Node
Next, click the plus (+) icon on the Clio node, select Clockify from the list of available apps, and choose the action you need from the list of nodes within Clockify.
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Authenticate Clockify
Now, click the Clockify node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clockify settings. Authentication allows you to use Clockify through Latenode.
Configure the Clio and Clockify 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 Clockify 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, Clockify, 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 Clockify integration works as expected. Depending on your setup, data should flow between Clio and Clockify (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 Clockify
Clockify + Clio + Slack: When a new time entry is created in Clockify, the automation checks if the time entry is associated with a Clio matter. If it is, and the total billable hours for that matter are nearing the budget, a notification is sent to the project manager in Slack.
Clockify + Clio + Google Sheets: This flow summarizes time entries from Clockify, assigns them to the relevant matters in Clio based on project names or descriptions, and then populates a Google Sheet with the summarized data for reporting and tracking purposes.
Clio and Clockify 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 Clockify
Track work hours in Clockify and automate reporting within Latenode. Log time entries, then trigger automated invoice creation, project updates, or performance dashboards. Centralize time tracking data in your workflows and reduce manual data entry. Use AI tools to analyze time data and optimize project timelines.
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See how Latenode works
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FAQ Clio and Clockify
How can I connect my Clio account to Clockify using Latenode?
To connect your Clio account to Clockify 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 Clockify accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Clio billable hours in Clockify?
Yes, easily! Latenode lets you automate time tracking from Clio to Clockify. Enjoy accurate project costing and billing without manual data entry, enhanced by advanced logic steps.
What types of tasks can I perform by integrating Clio with Clockify?
Integrating Clio with Clockify allows you to perform various tasks, including:
- Create Clockify projects when new clients are added in Clio.
- Sync billable hours from Clio to Clockify for precise time tracking.
- Generate reports in Clockify based on Clio project data.
- Update project status in Clockify based on Clio task completion.
- Track time spent on specific Clio matters in Clockify automatically.
How can I manage Clio clients using Latenode’s visual interface?
Latenode's visual interface allows you to efficiently manage Clio clients by automating data sync to other apps or using built-in data transformations.
Are there any limitations to the Clio and Clockify integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization might require custom workflow design.
- Complex custom fields in Clio may need specific mapping configurations.
- Real-time updates depend on the polling intervals of each application's API.
