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How to connect Clio and HighLevel
Create a New Scenario to Connect Clio and HighLevel
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 HighLevel will be your first step. To do this, click "Choose an app," find Clio or HighLevel, 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 HighLevel Node
Next, click the plus (+) icon on the Clio node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.
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HighLevel
Authenticate HighLevel
Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.
Configure the Clio and HighLevel 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 HighLevel 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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HighLevel
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Trigger on Webhook
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Clio
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Webhook response
Save and Activate the Scenario
After configuring Clio, HighLevel, 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 HighLevel integration works as expected. Depending on your setup, data should flow between Clio and HighLevel (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 HighLevel
Clio + HighLevel + Google Calendar: When a new calendar entry is created in Clio, a contact is searched for in HighLevel. If the contact exists, a corresponding event is created in Google Calendar, ensuring team visibility. If the contact doesn't exist, create contact, then proceed with creating calendar event.
Clio + QuickBooks + HighLevel: When a matter is completed in Clio, an invoice is created in QuickBooks. HighLevel then sends a payment reminder to the client via SMS or email based on contact details present in HighLevel.
Clio and HighLevel 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 HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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See how Latenode works
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FAQ Clio and HighLevel
How can I connect my Clio account to HighLevel using Latenode?
To connect your Clio account to HighLevel 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 HighLevel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HighLevel contacts from new Clio clients?
Yes, you can! Latenode lets you create automated workflows, ensuring new Clio clients instantly become HighLevel contacts, saving time and improving lead management.
What types of tasks can I perform by integrating Clio with HighLevel?
Integrating Clio with HighLevel allows you to perform various tasks, including:
- Create HighLevel opportunities from new Clio matters.
- Update contact information across both platforms in real-time.
- Trigger HighLevel marketing campaigns upon specific events in Clio.
- Automatically log call details from HighLevel in Clio as communication logs.
- Send SMS updates to clients in HighLevel based on matter status in Clio.
What Clio data can I access and use within Latenode workflows?
You can access client details, matter information, communication logs, invoices, and payment data to automate processes and generate custom reports.
Are there any limitations to the Clio and HighLevel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows might require JavaScript for advanced data manipulation.
- Data synchronization is near real-time but not instantaneous.
- Some specific Clio custom fields may not be directly accessible without custom code.
