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How to connect Clio and Docparser
Create a New Scenario to Connect Clio and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find Clio or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the Clio node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Clio and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between Clio and Docparser (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 Docparser
Docparser + Clio + Google Sheets: When Docparser parses a new legal document, the extracted key contract data is automatically added as a new row to a designated Google Sheet for easy tracking and analysis, with a link to the document in Clio.
Docparser + Clio + Slack: When Docparser processes a new legal document, a notification is sent to a specified Slack channel. This notification includes a link to the newly processed document stored within Clio, enabling quick access and collaboration for the legal team.
Clio and Docparser 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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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FAQ Clio and Docparser
How can I connect my Clio account to Docparser using Latenode?
To connect your Clio account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio from parsed documents?
Yes, you can! Latenode's visual editor makes this simple. Extract data from documents in Docparser and automatically update corresponding fields in Clio, saving time and increasing accuracy.
What types of tasks can I perform by integrating Clio with Docparser?
Integrating Clio with Docparser allows you to perform various tasks, including:
- Automatically extract invoice data from Docparser into Clio as new expenses.
- Parse client documents from Docparser and create new contacts in Clio.
- Update existing Clio contact information with data parsed from Docparser.
- Trigger workflows in Latenode based on the content of parsed legal documents.
- Archive parsed documents in cloud storage after updating Clio records.
How does Latenode handle Clio data security during automation?
Latenode uses secure authentication protocols and encrypts data in transit and at rest, ensuring your Clio data remains protected throughout the automation process.
Are there any limitations to the Clio and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser may require advanced parsing configuration.
- Rate limits from Clio's API may affect high-volume data transfer automations.
- Custom fields in Clio may require manual mapping during workflow configuration.
