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How to connect Clio and Kommo
Create a New Scenario to Connect Clio and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find Clio or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the Clio node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Clio and Kommo 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 Kommo 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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Clio and Kommo (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 Kommo
Clio + Kommo + Google Sheets: When a new matter is created in Clio, a lead is created in Kommo to track the potential client. Key matter details are then added to a Google Sheet for reporting purposes.
Kommo + Clio + Slack: When a new lead is created in Kommo, a new matter is created in Clio. A notification is sent to a Slack channel to inform the legal team about the new matter.
Clio and Kommo 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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ Clio and Kommo
How can I connect my Clio account to Kommo using Latenode?
To connect your Clio account to Kommo 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 Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Kommo leads from new Clio clients?
Yes, you can! Latenode allows you to automatically create leads in Kommo when a new client is added in Clio. Centralize client info and streamline your sales process.
What types of tasks can I perform by integrating Clio with Kommo?
Integrating Clio with Kommo allows you to perform various tasks, including:
- Create Kommo tasks when a new matter is created in Clio.
- Update Kommo contact information when Clio client details change.
- Trigger email sequences in Kommo upon specific events in Clio.
- Synchronize deal stages in Kommo based on matter status in Clio.
- Log communication from Kommo as notes within Clio matters.
HowcanItransformandfilterdata betweenClioandKommowithinLatenode?
Latenode provides data transformation tools, including JavaScript code blocks, to filter, format, and map data between Clio and Kommo to fit your needs.
Are there any limitations to the Clio and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio might require custom mapping via JavaScript.
- Real-time synchronization depends on the API rate limits of both Clio and Kommo.
- Historical data migration may require batch processing due to API constraints.
