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How to connect Clio and Getform
Create a New Scenario to Connect Clio and Getform
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 Getform will be your first step. To do this, click "Choose an app," find Clio or Getform, 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 Getform Node
Next, click the plus (+) icon on the Clio node, select Getform from the list of available apps, and choose the action you need from the list of nodes within Getform.
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Authenticate Getform
Now, click the Getform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Getform settings. Authentication allows you to use Getform through Latenode.
Configure the Clio and Getform 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 Getform 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, Getform, 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 Getform integration works as expected. Depending on your setup, data should flow between Clio and Getform (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 Getform
Getform + Clio + Slack: When a new form is submitted via Getform, a new contact is created in Clio. Then, a notification about the new contact is sent to a specified Slack channel.
Getform + Clio + Google Sheets: When a new form is submitted via Getform, the submission data is logged into a Google Sheet. A new contact is also created in Clio with the submitted information.
Clio and Getform 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 Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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See how Latenode works
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FAQ Clio and Getform
How can I connect my Clio account to Getform using Latenode?
To connect your Clio account to Getform 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 Getform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track new client inquiries from Getform in Clio?
Yes, easily! Latenode's visual builder lets you automate adding new leads from Getform submissions directly into Clio, ensuring no potential client is missed and streamlining intake.
What types of tasks can I perform by integrating Clio with Getform?
Integrating Clio with Getform allows you to perform various tasks, including:
- Automatically creating new Clio contacts from Getform submissions.
- Sending confirmation emails via Getform upon new Clio matter creation.
- Updating Clio matter details based on Getform survey responses.
- Generating Clio tasks from specific Getform data entries.
- Triggering client onboarding workflows when a Getform is submitted.
HowsecureistheCliointegrationonLatenodewithclientdata?
Latenode uses robust security protocols, including encryption, to ensure client data transmitted between Clio and Getform remains secure and compliant with privacy regulations.
Are there any limitations to the Clio and Getform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require some JavaScript knowledge for advanced customization.
- Real-time synchronization depends on the API rate limits of both Clio and Getform.
- File size limits for attachments are subject to Getform's plan restrictions.
