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How to connect Clio and Code
Create a New Scenario to Connect Clio and Code
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 Code will be your first step. To do this, click "Choose an app," find Clio or Code, 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 Code Node
Next, click the plus (+) icon on the Clio node, select Code from the list of available apps, and choose the action you need from the list of nodes within Code.
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Authenticate Code
Now, click the Code node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Code settings. Authentication allows you to use Code through Latenode.
Configure the Clio and Code 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 Code 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, Code, 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 Code integration works as expected. Depending on your setup, data should flow between Clio and Code (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 Code
Clio + Code + Slack: When a new document is added in Clio, use custom code to generate a legal document template based on the Clio case data. Then, send the generated document as a message in a specified Slack channel.
Clio + Code + Google Sheets: Retrieve matters from Clio. Analyze lawyer billable hours using custom code. Update a Google Sheet with the analyzed billable hours data for tracking and reporting.
Clio and Code 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 Code
Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.
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See how Latenode works
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FAQ Clio and Code
How can I connect my Clio account to Code using Latenode?
To connect your Clio account to Code 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 Code accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Code tasks from new Clio matters?
Yes, you can! Latenode allows triggering Code tasks based on Clio matter creation, streamlining project management. Utilize Latenode’s no-code logic to filter specific matter types.
What types of tasks can I perform by integrating Clio with Code?
Integrating Clio with Code allows you to perform various tasks, including:
- Automatically creating Code projects for new Clio clients.
- Syncing Clio matter details with Code task descriptions.
- Generating Code tasks when specific Clio matter stages are reached.
- Updating Clio client information based on Code project completion.
- Triggering Code invoice generation upon Clio matter closure.
How secure is connecting Clio to Latenode and then to Code?
Latenode employs robust security measures, including encryption and secure authentication, safeguarding your Clio and Code data during integration.
Are there any limitations to the Clio and Code integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits imposed by Clio and Code APIs can affect workflow speed.
- Some advanced Code features might not have direct Latenode equivalents.
