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Automatically create Clio contacts from new Gravity Forms submissions and enjoy affordable, execution-based pricing in Latenode, plus add custom logic using JavaScript as needed.
Connect Clio and Gravity Forms in minutes with Latenode.
Create Clio to Gravity Forms workflow
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Create a New Scenario to Connect Clio and Gravity 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 Gravity Forms will be your first step. To do this, click "Choose an app," find Clio or Gravity 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.
Clio
Add the Gravity Forms Node
Next, click the plus (+) icon on the Clio node, select Gravity Forms from the list of available apps, and choose the action you need from the list of nodes within Gravity Forms.
Clio
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Gravity Forms
Authenticate Gravity Forms
Now, click the Gravity Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gravity Forms settings. Authentication allows you to use Gravity Forms through Latenode.
Configure the Clio and Gravity 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 Gravity Forms 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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Gravity Forms
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, Gravity 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 Gravity Forms integration works as expected. Depending on your setup, data should flow between Clio and Gravity Forms (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Gravity Forms + Clio + Google Sheets: When a new form is submitted in Gravity Forms, a contact is created in Clio, and the submission data is logged to a Google Sheet for reporting purposes.
Gravity Forms + Clio + QuickBooks: Upon submission of a Gravity Form, a new client is created in Clio. Subsequently, an invoice is generated in QuickBooks for the new client.
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 Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
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How can I connect my Clio account to Gravity Forms using Latenode?
To connect your Clio account to Gravity Forms on Latenode, follow these steps:
Can I automatically create Clio contacts from new Gravity Forms submissions?
Yes, you can! Latenode lets you automatically create contacts in Clio whenever a new form is submitted via Gravity Forms. This saves time and ensures accurate data entry, leveraging Latenode's no-code automation.
What types of tasks can I perform by integrating Clio with Gravity Forms?
Integrating Clio with Gravity Forms allows you to perform various tasks, including:
What Clio data can I access within Latenode workflows?
You can access a wide range of Clio data, including contacts, matters, documents, and billing information. Use JavaScript blocks to transform and enrich this data.
Are there any limitations to the Clio and Gravity Forms integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: