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How to connect Clio and Fibery
Create a New Scenario to Connect Clio and Fibery
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 Fibery will be your first step. To do this, click "Choose an app," find Clio or Fibery, 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 Fibery Node
Next, click the plus (+) icon on the Clio node, select Fibery from the list of available apps, and choose the action you need from the list of nodes within Fibery.
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Fibery
Authenticate Fibery
Now, click the Fibery node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fibery settings. Authentication allows you to use Fibery through Latenode.
Configure the Clio and Fibery 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 Fibery 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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Fibery
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Fibery, 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 Fibery integration works as expected. Depending on your setup, data should flow between Clio and Fibery (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 Fibery
Clio + Fibery + Slack: When a new contact is created in Clio, a corresponding project entity is created in Fibery. Then, a Slack message is sent to notify the team about the new project.
Fibery + Clio + Google Calendar: When a task related to a Clio client is updated in Fibery, a follow-up call is scheduled in Google Calendar with the client and the relevant details are added to the event description.
Clio and Fibery 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 Fibery
Sync Fibery's structured data—tasks, projects, wikis—into Latenode for automated workflows. Trigger actions like sending notifications on status changes or updating other tools. Latenode adds logic and integrations Fibery lacks, building complex flows with no code. Automate cross-functional workflows beyond Fibery's native capabilities.
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See how Latenode works
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FAQ Clio and Fibery
How can I connect my Clio account to Fibery using Latenode?
To connect your Clio account to Fibery 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 Fibery accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Clio clients to Fibery projects?
Yes, you can! Latenode's visual editor makes it easy to automatically create new Fibery projects from new Clio client entries, saving you time and improving project tracking.
What types of tasks can I perform by integrating Clio with Fibery?
Integrating Clio with Fibery allows you to perform various tasks, including:
- Create Fibery features from new Clio matters automatically.
- Sync client contact info between Clio and Fibery.
- Update Fibery tasks when Clio matter statuses change.
- Generate Clio tasks from new Fibery project phases.
- Track billable hours from Clio in Fibery for project costing.
How do I handle complex data transformations between Clio and Fibery on Latenode?
Latenode enables you to use JavaScript or AI to transform data, ensuring seamless integration between Clio and Fibery, even with complex data structures.
Are there any limitations to the Clio and Fibery integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex conditional logic may require JavaScript coding.
- Rate limits of Clio and Fibery APIs may impact performance.
