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How to connect Clio and Gravity Forms
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.
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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.
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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:
- 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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Gravity Forms
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Trigger on Webhook
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Clio
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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.
Most powerful ways to connect Clio and Gravity Forms
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.
Clio and Gravity 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 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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See how Latenode works
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FAQ Clio and Gravity Forms
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Gravity Forms accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically adding new leads from Gravity Forms to Clio as contacts.
- Creating Clio matters when a specific Gravity Forms submission is received.
- Updating client information in Clio based on Gravity Forms updates.
- Sending customized confirmation messages via Gravity Forms after a Clio event.
- Generating reports by combining data from both Clio and Gravity Forms.
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:
- Complex custom fields in Gravity Forms might require additional configuration.
- High-volume data transfers may be subject to API rate limits for both services.
- Advanced conditional logic may require JavaScript coding within Latenode.
