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How to connect Clio and Google Forms
Create a New Scenario to Connect Clio and Google Forms
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 Forms will be your first step. To do this, click "Choose an app," find Clio or Google Forms, 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 Google Forms Node
Next, click the plus (+) icon on the Clio node, select Google Forms from the list of available apps, and choose the action you need from the list of nodes within Google Forms.
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Authenticate Google Forms
Now, click the Google Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google Forms settings. Authentication allows you to use Google Forms through Latenode.
Configure the Clio and Google Forms 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 Forms 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, Google Forms, 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 Forms integration works as expected. Depending on your setup, data should flow between Clio and Google Forms (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 Google Forms
Google Forms + Google Sheets + Clio: When a new form is submitted in Google Forms, the response data is added to a Google Sheet. Subsequently, a new contact is created in Clio using the information from the Google Sheet.
Google Forms + Clio + Google Calendar: When a new form is submitted in Google Forms, it triggers the creation of a new client appointment in Clio. This appointment is then scheduled in Google Calendar.
Clio and Google Forms 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 Google Forms
Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.
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See how Latenode works
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FAQ Clio and Google Forms
How can I connect my Clio account to Google Forms using Latenode?
To connect your Clio account to Google Forms 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 Google Forms accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Google Forms submissions?
Yes, you can! Latenode's visual editor simplifies the process. Instantly create Clio contacts when new forms are submitted, saving time and improving data accuracy.
What types of tasks can I perform by integrating Clio with Google Forms?
Integrating Clio with Google Forms allows you to perform various tasks, including:
- Create new Clio contacts from Google Forms submissions.
- Update existing Clio contacts with new form data.
- Trigger Clio tasks when a new Google Form is submitted.
- Send automated confirmation emails via Google Forms.
- Log form submission details in Clio notes for a contact.
How can I customize data transfer between Clio and Google Forms?
Latenode's JavaScript blocks let you transform data between Clio and Google Forms, handling complex formatting or specific field mapping needs.
Are there any limitations to the Clio and Google Forms integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Integration speed depends on the API limits of both apps.
- Attachments from Google Forms might need additional parsing steps.
