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How to connect Clio and Cloze
Create a New Scenario to Connect Clio and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find Clio or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Clio node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Clio and Cloze 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 Cloze 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, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Clio and Cloze (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 Cloze
Clio + Cloze + Google Calendar: When a new matter is created in Clio, the automation retrieves client details from Cloze and creates an appointment in Google Calendar, ensuring all stakeholders are informed.
Cloze + Clio + Slack: When a deal is updated in Cloze, create a new case in Clio and notify the legal team in Slack through a channel message.
Clio and Cloze 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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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FAQ Clio and Cloze
How can I connect my Clio account to Cloze using Latenode?
To connect your Clio account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze contacts from new Clio clients?
Yes, you can! With Latenode, automate contact creation, eliminating manual entry and ensuring all new Clio clients are promptly added to Cloze, boosting your CRM efficiency.
What types of tasks can I perform by integrating Clio with Cloze?
Integrating Clio with Cloze allows you to perform various tasks, including:
- Create Cloze contacts from new Clio clients automatically.
- Update existing Cloze contacts with new Clio client information.
- Trigger Cloze activities when a new matter is created in Clio.
- Log communications from Cloze against corresponding Clio matters.
- Synchronize client data changes between Clio and Cloze in real-time.
How secure is Clio data transfer through Latenode's integration?
Latenode employs robust security measures, including encryption and secure authentication, ensuring Clio data is safely transferred and processed during integration.
Are there any limitations to the Clio and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time for large datasets.
- Custom fields in Clio and Cloze require manual mapping.
- Complex conditional logic may need custom JavaScript implementation.
