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How to connect Clio and Follow Up Boss
Create a New Scenario to Connect Clio and Follow Up Boss
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 Follow Up Boss will be your first step. To do this, click "Choose an app," find Clio or Follow Up Boss, 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 Follow Up Boss Node
Next, click the plus (+) icon on the Clio node, select Follow Up Boss from the list of available apps, and choose the action you need from the list of nodes within Follow Up Boss.
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Authenticate Follow Up Boss
Now, click the Follow Up Boss node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Follow Up Boss settings. Authentication allows you to use Follow Up Boss through Latenode.
Configure the Clio and Follow Up Boss 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 Follow Up Boss 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, Follow Up Boss, 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 Follow Up Boss integration works as expected. Depending on your setup, data should flow between Clio and Follow Up Boss (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 Follow Up Boss
Clio + Follow Up Boss + Google Calendar: When a new task is created in Clio, it is added as a task in Follow Up Boss and also created as an event in Google Calendar to ensure deadlines are met.
Follow Up Boss + Clio + Slack: When a deal is updated to a closed stage in Follow Up Boss, the automation finds the corresponding matter in Clio and sends a congratulatory message to a Slack channel with the relevant case details.
Clio and Follow Up Boss 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 Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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FAQ Clio and Follow Up Boss
How can I connect my Clio account to Follow Up Boss using Latenode?
To connect your Clio account to Follow Up Boss 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 Follow Up Boss accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update deal stages based on Clio activity?
Yes, you can! Latenode's visual editor allows you to trigger Follow Up Boss updates based on Clio events, streamlining your sales pipeline without code.
What types of tasks can I perform by integrating Clio with Follow Up Boss?
Integrating Clio with Follow Up Boss allows you to perform various tasks, including:
- Create Follow Up Boss people from new Clio contacts.
- Update contact information in both apps automatically.
- Trigger email sequences upon specific Clio matter updates.
- Log communication from Follow Up Boss in Clio.
- Generate task reminders in Follow Up Boss for upcoming Clio deadlines.
How do I handle complex data transformations between Clio and Follow Up Boss?
Latenode's JavaScript blocks provide flexible data transformation options, ensuring seamless data mapping between Clio and Follow Up Boss.
Are there any limitations to the Clio and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported out-of-the-box and requires custom workflows.
- Complex custom field mappings may require JavaScript coding.
- The integration relies on the APIs provided by Clio and Follow Up Boss, and their limitations apply.
