.svg){kind=icon}
How to connect Clio and FreeAgent
Create a New Scenario to Connect Clio and FreeAgent
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 FreeAgent will be your first step. To do this, click "Choose an app," find Clio or FreeAgent, 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.
+
1
Clio
Add the FreeAgent Node
Next, click the plus (+) icon on the Clio node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
1
Clio
⚙
+
2
FreeAgent
Authenticate FreeAgent
Now, click the FreeAgent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreeAgent settings. Authentication allows you to use FreeAgent through Latenode.
Configure the Clio and FreeAgent 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 FreeAgent 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
FreeAgent
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, FreeAgent, 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 FreeAgent integration works as expected. Depending on your setup, data should flow between Clio and FreeAgent (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 FreeAgent
Clio + FreeAgent + Slack: When a new contact is created in Clio, a corresponding contact is created in FreeAgent. A notification is then sent to a Slack channel to inform the finance team of the new client.
FreeAgent + Google Sheets + Clio: When a new invoice is created in FreeAgent, the invoice details are logged in a Google Sheet. The contact information in Clio is then updated with relevant invoice data.
Clio and FreeAgent 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.
Related categories
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and FreeAgent
How can I connect my Clio account to FreeAgent using Latenode?
To connect your Clio account to FreeAgent 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 FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in FreeAgent after a new deal in Clio?
Yes, you can! Latenode's visual editor makes this easy. Automatically trigger invoice creation, saving time and ensuring accurate billing for every new deal.
What types of tasks can I perform by integrating Clio with FreeAgent?
Integrating Clio with FreeAgent allows you to perform various tasks, including:
- Automatically creating FreeAgent invoices from new Clio matters.
- Updating client information in FreeAgent when a Clio contact is updated.
- Tracking billable hours from Clio in FreeAgent for accurate project costing.
- Generating financial reports in FreeAgent based on Clio matter data.
- Sending payment reminders from FreeAgent when Clio invoices are overdue.
How secure is my Clio data when using Latenode integrations?
Latenode employs enterprise-grade security, including encryption and access controls, ensuring your Clio data remains safe during integration processes.
Are there any limitations to the Clio and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex, highly customized Clio setups may need advanced configuration.
- Real-time data synchronization depends on the API rate limits of both Clio and FreeAgent.
