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How to connect Clio and Feedly
Create a New Scenario to Connect Clio and Feedly
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 Feedly will be your first step. To do this, click "Choose an app," find Clio or Feedly, 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 Feedly Node
Next, click the plus (+) icon on the Clio node, select Feedly from the list of available apps, and choose the action you need from the list of nodes within Feedly.
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Authenticate Feedly
Now, click the Feedly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Feedly settings. Authentication allows you to use Feedly through Latenode.
Configure the Clio and Feedly 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 Feedly 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, Feedly, 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 Feedly integration works as expected. Depending on your setup, data should flow between Clio and Feedly (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 Feedly
Clio + Feedly + Slack: When a new matter is created in Clio, watch a Feedly feed for articles related to the matter's focus area. If a relevant article is found, send a message to a designated Slack channel.
Feedly + Clio + Google Sheets: When a new article appears in a Feedly feed, search for relevant client case details in Clio. Log the article's title and link, along with the Clio matter ID, in a Google Sheet.
Clio and Feedly 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 Feedly
Aggregate and filter Feedly articles within Latenode to automate content-driven workflows. Track brand mentions, industry trends, or competitor activity, then instantly trigger actions like posting to social media, updating databases, or notifying teams—all based on custom rules and logic.
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See how Latenode works
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FAQ Clio and Feedly
How can I connect my Clio account to Feedly using Latenode?
To connect your Clio account to Feedly 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 Feedly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track legal news mentions via Clio matters?
Yes, you can! Latenode allows automated tagging of Clio matters based on Feedly articles. This proactive approach helps lawyers stay informed and provide better client service.
What types of tasks can I perform by integrating Clio with Feedly?
Integrating Clio with Feedly allows you to perform various tasks, including:
- Automatically adding Clio clients as Feedly sources.
- Creating Clio tasks from Feedly article highlights.
- Generating client-specific news briefings.
- Updating Clio matter notes with relevant Feedly content.
- Tagging Clio contacts based on Feedly topic categories.
HowsecureisconnectingClioaccountsviaLatenode?
Latenode uses secure OAuth 2.0 for Clio. Your credentials are never stored, ensuring your data stays protected with enterprise-grade security measures.
Are there any limitations to the Clio and Feedly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires administrator permissions for both apps.
- Complex workflows may require JavaScript knowledge.
- Feedly Pro or higher is needed for advanced content filtering.
