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How to connect Clio and Formstack
Create a New Scenario to Connect Clio and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find Clio or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the Clio node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Clio and Formstack 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 Formstack 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, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between Clio and Formstack (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 Formstack
Formstack + Clio + Google Sheets: When a new form submission is received in Formstack, a new contact and matter are created in Clio, and key data from the submission is added to a Google Sheets spreadsheet for tracking.
Formstack + Clio + Docusign: Upon receiving a new form submission in Formstack, client information is used to pre-fill a Docusign contract, which is then sent for signature. After sending, a new matter is created in Clio and linked to the contract.
Clio and Formstack 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 Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ Clio and Formstack
How can I connect my Clio account to Formstack using Latenode?
To connect your Clio account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Formstack submissions?
Yes, you can! Latenode lets you automate contact creation with no-code blocks. Benefit from instant lead capture, streamlined workflows, and reduced manual data entry.
What types of tasks can I perform by integrating Clio with Formstack?
Integrating Clio with Formstack allows you to perform various tasks, including:
- Create new Clio contacts from Formstack form submissions automatically.
- Update existing Clio contacts with new data from Formstack responses.
- Trigger Clio tasks when a new Formstack form is submitted.
- Send personalized emails via Clio based on Formstack form data.
- Generate Clio documents using data collected from Formstack forms.
How secure is my Clio data when using Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Clio data during all integration processes.
Are there any limitations to the Clio and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time updates depend on the API limits of both Clio and Formstack.
- File size limits apply to files transferred between Clio and Formstack.
