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How to connect Clio and Fillout
Create a New Scenario to Connect Clio and Fillout
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 Fillout will be your first step. To do this, click "Choose an app," find Clio or Fillout, 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 Fillout Node
Next, click the plus (+) icon on the Clio node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
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Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the Clio and Fillout 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 Fillout 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, Fillout, 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 Fillout integration works as expected. Depending on your setup, data should flow between Clio and Fillout (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 Fillout
Fillout + Clio + Google Sheets: When a new submission is received in Fillout, a new contact is created in Clio, and the submission data is added as a new row in Google Sheets for reporting purposes.
Fillout + Clio + Slack: When a new client submits a form in Fillout, a new contact is created in Clio. Then, a notification about the new client is sent to the legal team in Slack.
Clio and Fillout 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 Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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See how Latenode works
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FAQ Clio and Fillout
How can I connect my Clio account to Fillout using Latenode?
To connect your Clio account to Fillout 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 Fillout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Fillout submissions?
Yes, you can! Latenode's visual builder makes it easy. Automatically sync form data into Clio, saving time and ensuring accurate client records with every submission.
What types of tasks can I perform by integrating Clio with Fillout?
Integrating Clio with Fillout allows you to perform various tasks, including:
- Creating new Clio matters from submitted Fillout forms.
- Updating existing Clio contacts with new information from Fillout.
- Triggering email sequences in Clio based on Fillout form responses.
- Generating custom documents via Clio from Fillout data.
- Adding Fillout form submissions as notes to Clio matters.
Can I use JavaScript code to transform data between Clio and Fillout?
Yes! Latenode allows you to use JavaScript to customize data transformations, giving you full control over how data flows between Clio and Fillout.
Are there any limitations to the Clio and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Large data volumes may impact workflow execution time.
- Real-time synchronization depends on the API limits of both services.
