Clio and Google slides Integration

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Automatically generate polished presentation decks in Google Slides from new Clio case data. Latenode’s visual editor makes it easy to customize templates and logic, plus you only pay for the execution time of your automation.

Swap Apps

Clio

Google slides

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Clio and Google slides

Create a New Scenario to Connect Clio and Google slides

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 slides will be your first step. To do this, click "Choose an app," find Clio or Google slides, 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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Clio

Configure the Clio

Click on the Clio node to configure it. You can modify the Clio URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Google slides Node

Next, click the plus (+) icon on the Clio node, select Google slides from the list of available apps, and choose the action you need from the list of nodes within Google slides.

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Authenticate Google slides

Now, click the Google slides node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google slides settings. Authentication allows you to use Google slides through Latenode.

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Configure the Clio and Google slides Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Google slides Oauth 2.0

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Run node once

Set Up the Clio and Google slides 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 slides, 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 slides integration works as expected. Depending on your setup, data should flow between Clio and Google slides (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 slides

Clio + Google Slides + Slack: When a task is completed in Clio, a slide is created in Google Slides with client testimonial content. A message is then sent to a dedicated Slack channel, sharing the new slide.

Clio + Google Slides + Google Drive: Upon task completion in Clio, a presentation is automatically created in Google Slides about the successful case resolution. The generated presentation is then stored in a specified folder in Google Drive.

Clio and Google slides 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.

About Google slides

Automate Google Slides creation and updates in Latenode. Generate presentations from data, auto-populate templates, and ensure consistent branding across all decks. Trigger flows from new data or events, replacing manual updates and saving time. Use AI to summarize source documents for slides.

See how Latenode works

FAQ Clio and Google slides

How can I connect my Clio account to Google slides using Latenode?

To connect your Clio account to Google slides 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 slides accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create presentations from new Clio case data?

Yes, you can! Latenode's visual editor and JavaScript blocks enable dynamic presentation generation. This saves time and ensures consistent, professional client updates.

What types of tasks can I perform by integrating Clio with Google slides?

Integrating Clio with Google slides allows you to perform various tasks, including:

  • Automatically generating client-specific presentations from Clio data.
  • Creating slide decks for court hearings using case details stored in Clio.
  • Updating presentation slides when case milestones are reached in Clio.
  • Sharing client presentations via Clio once they are finalized.
  • Archiving completed case presentations linked to Clio case records.

Can I use advanced logic with Clio data in Latenode workflows?

Yes! Latenode supports JavaScript code and AI steps, letting you format and transform Clio data to fit any Google slides template using custom logic.

Are there any limitations to the Clio and Google slides integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex slide formatting might require custom JavaScript or AI-powered prompts.
  • Rate limits from Clio and Google slides can affect high-volume data transfers.
  • Presentation templates must be pre-defined; dynamic template creation is not directly supported.

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