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Sync Clio client data to Github repositories for streamlined project management. Latenode's visual editor and JavaScript blocks enable advanced data transformations and custom workflows, eliminating manual updates and enhancing team collaboration.
Connect Clio and Github in minutes with Latenode.
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Create a New Scenario to Connect Clio and Github
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 Github will be your first step. To do this, click "Choose an app," find Clio or Github, 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.
Clio
Add the Github Node
Next, click the plus (+) icon on the Clio node, select Github from the list of available apps, and choose the action you need from the list of nodes within Github.
Clio
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Github
Authenticate Github
Now, click the Github node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Github settings. Authentication allows you to use Github through Latenode.
Configure the Clio and Github 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 Github Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Github
Trigger on Webhook
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Clio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Clio, Github, 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 Github integration works as expected. Depending on your setup, data should flow between Clio and Github (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Github + Slack: When a matter is updated in Clio, a corresponding issue is created in Github. A message is then sent to a designated Slack channel to notify the team about the new issue.
Github + Clio + Google Sheets: Whenever a new commit is pushed to a Github repository, the automation retrieves associated Clio matter data and records the commit details and matter information in a Google Sheet for project tracking.
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 Github
Automate code management with Github in Latenode. Trigger workflows on commits, pull requests, or issues. Build automated CI/CD pipelines, track code changes, and sync repo data with project management tools. Scale code-related automations easily and add custom logic with JavaScript nodes.
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How can I connect my Clio account to Github using Latenode?
To connect your Clio account to Github on Latenode, follow these steps:
Can I automatically create Github issues from new Clio matters?
Yes, you can. Latenode's visual editor simplifies this, letting you trigger issue creation directly from new matter events, improving project tracking and collaboration instantly.
What types of tasks can I perform by integrating Clio with Github?
Integrating Clio with Github allows you to perform various tasks, including:
How secure is connecting Clio and Github through Latenode workflows?
Latenode uses secure authentication methods and encrypted data transfer to ensure the safety of your Clio and Github data during integration and automation.
Are there any limitations to the Clio and Github integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: