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How to connect Clio and Instantly
Create a New Scenario to Connect Clio and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Clio or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Clio node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Clio and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Clio and Instantly (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 Instantly
Clio + Instantly + Slack: When a new contact is created in Clio, the automation adds the contact as a lead to an Instantly campaign and sends a notification to a Slack channel.
Instantly + Clio + Google Sheets: When a new lead is created in Instantly, the automation searches for related contact data from Clio and logs both Instantly campaign stats and Clio contact data in Google Sheets for reporting.
Clio and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Clio and Instantly
How can I connect my Clio account to Instantly using Latenode?
To connect your Clio account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Clio and Instantly?
Yes, you can! Latenode allows seamless automation of client onboarding. Automatically trigger email sequences in Instantly when a new client is added in Clio, saving time and ensuring consistent communication.
What types of tasks can I perform by integrating Clio with Instantly?
Integrating Clio with Instantly allows you to perform various tasks, including:
- Automatically adding new Clio contacts to Instantly email campaigns.
- Triggering personalized email sequences upon reaching specific milestones in Clio.
- Updating client information in Instantly based on changes in Clio.
- Sending automated follow-up emails through Instantly after a Clio task is completed.
- Generating reports in Instantly based on data collected in Clio.
How can I use Clio data to personalize Instantly email campaigns?
Latenode allows you to dynamically insert Clio data like client name and matter details into Instantly emails, creating highly personalized and effective campaigns.
Are there any limitations to the Clio and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization may depend on API request limits.
- Complex data transformations might require JavaScript coding.
- Integration is limited to the data available through the Clio and Instantly APIs.
