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Automatically sync Clio contacts with Google contacts to keep client details current across systems. Latenode's visual editor and affordable execution pricing simplify complex contact management workflows and reduce manual updates.
Connect Clio and Google contacts in minutes with Latenode.
Create Clio to Google contacts workflow
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Clio
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Create a New Scenario to Connect Clio and Google contacts
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 Google contacts will be your first step. To do this, click "Choose an app," find Clio or Google contacts, 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 Google contacts Node
Next, click the plus (+) icon on the Clio node, select Google contacts from the list of available apps, and choose the action you need from the list of nodes within Google contacts.
Clio
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Google contacts
Authenticate Google contacts
Now, click the Google contacts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google contacts settings. Authentication allows you to use Google contacts through Latenode.
Configure the Clio and Google contacts 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 Google contacts 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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Google contacts
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, Google contacts, 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 Google contacts integration works as expected. Depending on your setup, data should flow between Clio and Google contacts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Google Contacts + Google Sheets: When a new contact is added in Clio, a new contact is created in Google Contacts. The contact information is also added to a Google Sheet for tracking and reporting purposes.
Google Calendar + Clio + Google Contacts: When a new event is created in Google Calendar, the automation searches for an existing contact in Clio using the event details. If a contact is not found, a new contact is created in Clio.
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 Google contacts
Sync Google Contacts with Latenode to automate contact management. Update records, trigger follow-ups, or enrich profiles based on events in other apps. Avoid manual data entry; use Latenode’s visual builder to create flows that sync contacts across your marketing and sales tools, adding custom logic without coding.
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How can I connect my Clio account to Google contacts using Latenode?
To connect your Clio account to Google contacts on Latenode, follow these steps:
Can I sync Clio contacts to Google contacts automatically?
Yes, with Latenode, easily sync Clio contacts to Google contacts in real-time. Leverage our no-code interface for basic syncing, or JavaScript blocks for advanced mapping and filtering.
What types of tasks can I perform by integrating Clio with Google contacts?
Integrating Clio with Google contacts allows you to perform various tasks, including:
How secure is my Clio data when using Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Clio and Google contacts data during integration and workflow execution.
Are there any limitations to the Clio and Google contacts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: