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How to connect Clio and Insightly
Create a New Scenario to Connect Clio and Insightly
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 Insightly will be your first step. To do this, click "Choose an app," find Clio or Insightly, 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 Insightly Node
Next, click the plus (+) icon on the Clio node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
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Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the Clio and Insightly 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 Insightly 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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Insightly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Insightly, 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 Insightly integration works as expected. Depending on your setup, data should flow between Clio and Insightly (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 Insightly
Clio + Insightly + QuickBooks: When a new contact is created in Clio, it triggers the creation of a contact in Insightly, and then a customer is created in QuickBooks.
Insightly + Clio + Slack: When a deal is created in Insightly, a new matter is created in Clio and the legal team receives a notification in Slack.
Clio and Insightly 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 Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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See how Latenode works
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FAQ Clio and Insightly
How can I connect my Clio account to Insightly using Latenode?
To connect your Clio account to Insightly 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 Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Insightly contacts from new Clio clients?
Yes, you can! Latenode automates contact creation, saving time. Trigger workflows when a new client is added to Clio, instantly generating an equivalent contact in Insightly.
What types of tasks can I perform by integrating Clio with Insightly?
Integrating Clio with Insightly allows you to perform various tasks, including:
- Create new Insightly projects when new Clio matters are created.
- Update Insightly opportunities based on Clio matter status changes.
- Sync contact information between Clio clients and Insightly contacts.
- Generate reports combining Clio legal data and Insightly sales data.
- Automatically log billable hours from Clio to Insightly tasks.
How can I customize my Clio + Insightly workflows in Latenode?
Latenode provides no-code blocks, JavaScript support and AI steps, empowering deep customizations exceeding standard integrations, ensuring perfect data flows.
Are there any limitations to the Clio and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript or AI-assisted parsing.
- Large-scale data migrations might require batch processing strategies.
- API rate limits from Clio and Insightly apply, affecting high-volume workflows.
