.svg){kind=icon}
How to connect Clio and Jotform
Create a New Scenario to Connect Clio and Jotform
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 Jotform will be your first step. To do this, click "Choose an app," find Clio or Jotform, 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.
+
1
Clio
Add the Jotform Node
Next, click the plus (+) icon on the Clio node, select Jotform from the list of available apps, and choose the action you need from the list of nodes within Jotform.
1
Clio
⚙
+
2
Jotform
Authenticate Jotform
Now, click the Jotform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jotform settings. Authentication allows you to use Jotform through Latenode.
Configure the Clio and Jotform 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 Jotform 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Jotform
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Jotform, 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 Jotform integration works as expected. Depending on your setup, data should flow between Clio and Jotform (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 Jotform
Jotform + Clio + Google Sheets: When a new submission is received in Jotform, a new contact is created in Clio. The submission data is then added as a new row in Google Sheets for tracking and analysis.
Jotform + Clio + Slack: Upon receiving a new submission in Jotform, a new matter is created in Clio to manage the case. A notification is then sent to a Slack channel to alert the relevant teams of the new submission and matter.
Clio and Jotform 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.
Related categories
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Jotform
How can I connect my Clio account to Jotform using Latenode?
To connect your Clio account to Jotform 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 Jotform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Jotform submissions?
Yes, you can! Latenode allows real-time contact creation. Trigger workflows upon new submissions and enhance the process using AI for data validation.
What types of tasks can I perform by integrating Clio with Jotform?
Integrating Clio with Jotform allows you to perform various tasks, including:
- Automatically create new client matters in Clio from Jotform submissions.
- Update client information in Clio based on Jotform updates.
- Send automated email confirmations via Jotform when a Clio matter is created.
- Create tasks in Clio based on specific responses in Jotform forms.
- Generate custom reports combining data from Clio and Jotform.
Can I trigger advanced Clio actions when Jotform submissions occur?
Yes, Latenode's no-code editor and JavaScript blocks enable complex actions based on form data, going beyond simple data transfer.
Are there any limitations to the Clio and Jotform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex logic may require JavaScript coding within Latenode.
- Data transformation beyond simple field mapping may need custom functions.
- Large data volumes could impact workflow execution time.
