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How to connect Clio and Demio
Create a New Scenario to Connect Clio and Demio
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 Demio will be your first step. To do this, click "Choose an app," find Clio or Demio, 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 Demio Node
Next, click the plus (+) icon on the Clio node, select Demio from the list of available apps, and choose the action you need from the list of nodes within Demio.
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Authenticate Demio
Now, click the Demio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Demio settings. Authentication allows you to use Demio through Latenode.
Configure the Clio and Demio 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 Demio 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, Demio, 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 Demio integration works as expected. Depending on your setup, data should flow between Clio and Demio (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 Demio
Clio + Demio + Google Calendar: When a new matter is created in Clio, a Demio webinar event is scheduled and registered. The webinar event is then added to Google Calendar.
Demio + Clio + Slack: When a participant joins a Demio webinar, the workflow searches for a matching contact in Clio. If a match is found, a notification is sent to a Slack channel to alert the legal team.
Clio and Demio 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 Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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See how Latenode works
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FAQ Clio and Demio
How can I connect my Clio account to Demio using Latenode?
To connect your Clio account to Demio 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 Demio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Demio registrants from new Clio clients?
Yes, you can! Latenode lets you automate this, ensuring seamless client onboarding. Automatically add new Clio clients as Demio registrants and nurture leads with personalized webinars.
What types of tasks can I perform by integrating Clio with Demio?
Integrating Clio with Demio allows you to perform various tasks, including:
- Automatically register new Clio clients for upcoming Demio webinars.
- Update Clio client details based on Demio webinar attendance.
- Trigger email campaigns in Demio upon creation of new Clio matters.
- Create Clio tasks for follow-up based on Demio webinar interactions.
- Log Demio webinar participation data back into Clio client profiles.
What Clio data can Latenode access for automation flows?
Latenode can access client details, matter information, and communication logs in Clio, enabling highly customized and data-driven workflows.
Are there any limitations to the Clio and Demio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual configuration using Latenode's advanced features.
- Complex conditional logic may necessitate JavaScript or AI node usage.
- Real-time data synchronization is subject to the API rate limits of both Clio and Demio.
