.svg){kind=icon}
How to connect Clio and CloudConvert
Create a New Scenario to Connect Clio and CloudConvert
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 CloudConvert will be your first step. To do this, click "Choose an app," find Clio or CloudConvert, 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 CloudConvert Node
Next, click the plus (+) icon on the Clio node, select CloudConvert from the list of available apps, and choose the action you need from the list of nodes within CloudConvert.
1
Clio
âš™
+
2
CloudConvert
Authenticate CloudConvert
Now, click the CloudConvert node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudConvert settings. Authentication allows you to use CloudConvert through Latenode.
Configure the Clio and CloudConvert 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 CloudConvert 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
âš™
6
AI Anthropic Claude 3
âš™
+
7
CloudConvert
1
Trigger on Webhook
âš™
2
Clio
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, CloudConvert, 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 CloudConvert integration works as expected. Depending on your setup, data should flow between Clio and CloudConvert (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 CloudConvert
Clio + CloudConvert + Google Drive: When a new document is added to Clio, it is automatically converted to PDF using CloudConvert and then saved to a specified folder in Google Drive.
Clio + CloudConvert + Slack: When a document originating from Clio is successfully converted using CloudConvert, a notification is sent to a specific Slack channel to alert the legal team.
Clio and CloudConvert 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 CloudConvert
Need to convert files as part of your automation? Integrate CloudConvert into Latenode to automatically transform documents, images, audio, and video formats. Automate media processing workflows, optimize file sizes for storage, and ensure compatibility across platforms—all within Latenode's visual, scalable environment.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and CloudConvert
How can I connect my Clio account to CloudConvert using Latenode?
To connect your Clio account to CloudConvert 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 CloudConvert accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically convert Clio documents to PDF?
Yes, you can! Latenode's flexible workflow editor lets you trigger CloudConvert when new files are added to Clio, ensuring automatic conversion. Save time and streamline document management.
What types of tasks can I perform by integrating Clio with CloudConvert?
Integrating Clio with CloudConvert allows you to perform various tasks, including:
- Convert newly uploaded Clio documents to a specific format.
- Automatically archive converted documents back into Clio.
- Optimize legal documents for easier sharing.
- Trigger document conversion based on Clio case status changes.
- Watermark converted documents with client or case information.
How secure is the Clio integration with Latenode?
Latenode employs robust security measures, including encryption and access controls, to protect your Clio data during integration and workflow execution.
Are there any limitations to the Clio and CloudConvert integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file conversions may consume significant processing time.
- The number of concurrent conversions depends on your CloudConvert plan.
- Complex document layouts might not translate perfectly in conversion.
