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How to connect Clio and Encharge
Create a New Scenario to Connect Clio and Encharge
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 Encharge will be your first step. To do this, click "Choose an app," find Clio or Encharge, 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 Encharge Node
Next, click the plus (+) icon on the Clio node, select Encharge from the list of available apps, and choose the action you need from the list of nodes within Encharge.
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Authenticate Encharge
Now, click the Encharge node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Encharge settings. Authentication allows you to use Encharge through Latenode.
Configure the Clio and Encharge 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 Encharge 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, Encharge, 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 Encharge integration works as expected. Depending on your setup, data should flow between Clio and Encharge (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 Encharge
Clio + Encharge + Google Sheets: When a new contact is created in Clio, their information is added or updated in Encharge. The same information is then added as a new row in a Google Sheet for reporting purposes.
Encharge + Clio + Slack: When a person is updated in Encharge (e.g., lead qualifies), a new matter is created in Clio for them. A Slack message is then sent to the legal team to start case onboarding.
Clio and Encharge 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 Encharge
Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.
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See how Latenode works
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FAQ Clio and Encharge
How can I connect my Clio account to Encharge using Latenode?
To connect your Clio account to Encharge 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 Encharge accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Clio clients to Encharge?
Yes! Latenode lets you instantly sync new Clio clients to Encharge, triggering personalized email sequences for automated onboarding. Boost engagement with zero coding.
What types of tasks can I perform by integrating Clio with Encharge?
Integrating Clio with Encharge allows you to perform various tasks, including:
- Add new Clio clients to Encharge as new subscribers.
- Update Encharge contact properties when a Clio contact is updated.
- Trigger Encharge email sequences based on specific Clio matter stages.
- Segment Encharge users based on Clio matter types.
- Send internal notifications when a new Clio client matches Encharge criteria.
How secure is connecting Clio to Latenode for automation?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring your Clio data is safe during automation processes.
Are there any limitations to the Clio and Encharge integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Clio and Encharge.
- Historical data migration might necessitate batch processing outside the real-time workflow.
