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How to connect Clio and JustCall
Create a New Scenario to Connect Clio and JustCall
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 JustCall will be your first step. To do this, click "Choose an app," find Clio or JustCall, 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 JustCall Node
Next, click the plus (+) icon on the Clio node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.
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Authenticate JustCall
Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.
Configure the Clio and JustCall 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 JustCall 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between Clio and JustCall (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 JustCall
Clio + JustCall + Slack: When a new matter is created in Clio, a contact is created in JustCall. Then a dedicated Slack channel is created for communication related to the matter.
JustCall + Clio + Google Sheets: When a new contact is created in JustCall, the contact is also created in Clio. The contact information is then logged into a Google Sheet.
Clio and JustCall 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 JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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See how Latenode works
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FAQ Clio and JustCall
How can I connect my Clio account to JustCall using Latenode?
To connect your Clio account to JustCall 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 JustCall accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log JustCall calls in Clio?
Yes, you can! Latenode lets you automate call logging with advanced logic. This saves time and ensures all client interactions are accurately recorded.
What types of tasks can I perform by integrating Clio with JustCall?
Integrating Clio with JustCall allows you to perform various tasks, including:
- Create new Clio contacts from JustCall call data.
- Send SMS reminders via JustCall for upcoming Clio appointments.
- Update Clio case details based on JustCall call outcomes.
- Trigger JustCall voicemails upon specific Clio event updates.
- Log billable time in Clio based on JustCall call durations.
How does Latenode handle Clio's custom fields?
Latenode allows you to map custom fields between Clio and JustCall for detailed data synchronization, ensuring comprehensive records.
Are there any limitations to the Clio and JustCall integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Clio and JustCall is not automated.
- Complex workflow logic might require JavaScript knowledge.
- Integration is limited by the Clio and JustCall API rate limits.
