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How to connect Clio and Jira
Create a New Scenario to Connect Clio and Jira
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 Jira will be your first step. To do this, click "Choose an app," find Clio or Jira, 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 Jira Node
Next, click the plus (+) icon on the Clio node, select Jira from the list of available apps, and choose the action you need from the list of nodes within Jira.
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Authenticate Jira
Now, click the Jira node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jira settings. Authentication allows you to use Jira through Latenode.
Configure the Clio and Jira 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 Jira 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, Jira, 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 Jira integration works as expected. Depending on your setup, data should flow between Clio and Jira (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 Jira
Clio + Jira + Slack: When a new matter is created in Clio, a corresponding issue is automatically created in Jira. The relevant team is then notified in Slack via a public channel message.
Jira + Clio + Google Sheets: Track Jira issue resolutions linked to specific Clio matters in a Google Sheet. When a Jira issue is updated, the automation finds the corresponding Clio matter and adds a row to Google Sheets with the issue details and matter association.
Clio and Jira 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 Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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See how Latenode works
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FAQ Clio and Jira
How can I connect my Clio account to Jira using Latenode?
To connect your Clio account to Jira 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 Jira accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Jira issues from new Clio matters?
Yes, you can! Latenode's visual editor and no-code blocks make it easy. This ensures project tracking starts immediately, improving team collaboration and speeding up project lifecycle.
What types of tasks can I perform by integrating Clio with Jira?
Integrating Clio with Jira allows you to perform various tasks, including:
- Automatically creating Jira tickets for new Clio matters.
- Syncing updates between Clio matters and related Jira issues.
- Generating reports on time spent on Clio matters from Jira data.
- Triggering Clio actions when Jira issues reach specific statuses.
- Centralizing communication regarding Clio matters within Jira.
What Clio data can Latenode access and use in its automations?
Latenode can access and use matter details, contact information, time entries, documents, and billing data from Clio for automations with Jira and other apps.
Are there any limitations to the Clio and Jira integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both Clio and Jira.
- Complex data transformations might require custom JavaScript code.
- Initial setup requires administrative access to both Clio and Jira.
