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How to connect Clio and Formsite
Create a New Scenario to Connect Clio and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Clio or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Clio node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Clio and Formsite 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 Formsite 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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Clio and Formsite (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 Formsite
Formsite + Google Sheets + Clio: When a new form is submitted in Formsite, the results are added as a new row in Google Sheets. A new contact is then created in Clio using the form's data.
Formsite + Clio + Slack: When a new form result is received in Formsite, a new contact is created in Clio. Then, a message is sent to a Slack channel to notify the team about the new client inquiry.
Clio and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Clio and Formsite
How can I connect my Clio account to Formsite using Latenode?
To connect your Clio account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from Formsite submissions?
Yes! Latenode's flexible workflows automate contact creation in Clio from Formsite data. Ensure accurate client info & save time, plus use JavaScript to format data before sending.
What types of tasks can I perform by integrating Clio with Formsite?
Integrating Clio with Formsite allows you to perform various tasks, including:
- Create new Clio contacts from submitted Formsite forms.
- Update existing Clio matters when a Formsite form is submitted.
- Send automated email confirmations via Formsite after a Clio update.
- Trigger Clio tasks based on form responses in Formsite.
- Generate custom reports combining data from Clio and Formsite.
How do I handle complex data transformations between Clio and Formsite?
Latenode enables advanced data handling using JavaScript blocks. Easily format, transform, and map complex data between Clio and Formsite, exceeding basic integration limits.
Are there any limitations to the Clio and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of API calls to Clio and Formsite may be limited by your subscription plans.
- Complex workflows with numerous steps may require more processing time.
- Custom field mapping may require basic knowledge of Clio and Formsite data structures.
