.svg){kind=icon}
How to connect Clio and Delighted
Create a New Scenario to Connect Clio and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Clio or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Clio node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
1
Clio
⚙
+
2
Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Clio and Delighted 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 Delighted 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
⚙
6
AI Anthropic Claude 3
⚙
+
7
Delighted
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Clio and Delighted (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 Delighted
Delighted + Clio + Slack: When a new negative response is received in Delighted, the automation finds the relevant client in Clio and sends a direct message in Slack to the assigned lawyer to investigate the case.
Delighted + Clio + Google Sheets: New survey responses in Delighted trigger the automation to find associated client data in Clio, then store both the Delighted survey responses and the Clio client data in a Google Sheet for analysis.
Clio and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Delighted
How can I connect my Clio account to Delighted using Latenode?
To connect your Clio account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send surveys after closing a case?
Yes, you can! Latenode automates sending Delighted surveys upon case closure in Clio, instantly capturing client feedback. Use our visual editor for advanced logic.
What types of tasks can I perform by integrating Clio with Delighted?
Integrating Clio with Delighted allows you to perform various tasks, including:
- Automatically trigger client satisfaction surveys after a case is closed.
- Update contact information in Delighted when new clients are added to Clio.
- Analyze survey responses and log feedback directly into Clio as notes.
- Personalize survey questions based on the type of legal service provided.
- Create reports on client satisfaction trends using survey data.
How can I ensure data privacy when integrating Clio with Latenode?
Latenode offers robust data encryption and secure authentication methods. You control data access and comply with privacy regulations using our platform.
Are there any limitations to the Clio and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Clio to Delighted might require manual setup.
- Advanced survey customization within Delighted may require a paid Delighted plan.
- Real-time synchronization depends on the API rate limits of both Clio and Delighted.
