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How to connect Clio and CloudTalk
Create a New Scenario to Connect Clio and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find Clio or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Clio node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Clio and CloudTalk 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 CloudTalk 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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between Clio and CloudTalk (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 CloudTalk
CloudTalk + Clio + Slack: When a new call is received in CloudTalk, the automation finds the corresponding contact in Clio using the caller ID. If found, a Slack notification is sent with the client's details.
CloudTalk + Clio + Google Sheets: Whenever a new call is registered in CloudTalk, the automation retrieves client details from Clio using the caller's phone number. The call details and client information are then logged in a Google Sheet.
Clio and CloudTalk 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 CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
Related categories
Clio + CloudTalk integration
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FAQ Clio and CloudTalk
How can I connect my Clio account to CloudTalk using Latenode?
To connect your Clio account to CloudTalk 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 CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log CloudTalk calls in Clio?
Yes, you can! With Latenode, automatically log all CloudTalk calls as activities within Clio. Benefit from centralized client communication records for improved insights.
What types of tasks can I perform by integrating Clio with CloudTalk?
Integrating Clio with CloudTalk allows you to perform various tasks, including:
- Automatically creating new Clio contacts from CloudTalk call logs.
- Triggering CloudTalk calls directly from within Clio case files.
- Syncing contact information updates between Clio and CloudTalk.
- Logging call durations from CloudTalk as billable time in Clio.
- Sending SMS messages via CloudTalk when a Clio case is updated.
What Clio data can I access within Latenode workflows?
Latenode allows you to access data like contacts, cases, invoices, and time entries from Clio to use in your automations.
Are there any limitations to the Clio and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Clio and CloudTalk.
- Complex data transformations might require JavaScript coding within Latenode.
- Historical data migration beyond the API limits may need batch processing.
