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How to connect Clio and Launch27
Create a New Scenario to Connect Clio and Launch27
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 Launch27 will be your first step. To do this, click "Choose an app," find Clio or Launch27, 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 Launch27 Node
Next, click the plus (+) icon on the Clio node, select Launch27 from the list of available apps, and choose the action you need from the list of nodes within Launch27.
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Authenticate Launch27
Now, click the Launch27 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Launch27 settings. Authentication allows you to use Launch27 through Latenode.
Configure the Clio and Launch27 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 Launch27 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, Launch27, 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 Launch27 integration works as expected. Depending on your setup, data should flow between Clio and Launch27 (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 Launch27
Launch27 + Clio + QuickBooks: When a new booking is created in Launch27, the automation retrieves client details from Clio and creates a corresponding invoice in QuickBooks.
Launch27 + Clio + Slack: When a new booking is created in Launch27, it checks for the client in Clio and sends a notification to a Slack channel with the booking details.
Clio and Launch27 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 Launch27
Automate Launch27 booking & service management within Latenode. Create flows that sync bookings with calendars, trigger follow-ups based on booking status, or generate reports. Use Latenode's visual builder & JS node for custom logic, connecting Launch27 data to other apps without code limits. Scale operations with affordable, usage-based pricing.
Similar apps
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Clio + Launch27 integration
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FAQ Clio and Launch27
How can I connect my Clio account to Launch27 using Latenode?
To connect your Clio account to Launch27 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 Launch27 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a cleaning service?
Yes! Latenode allows you to automatically generate Clio invoices upon Launch27 service completion. This saves time and ensures accurate billing, thanks to flexible no-code data mapping.
What types of tasks can I perform by integrating Clio with Launch27?
Integrating Clio with Launch27 allows you to perform various tasks, including:
- Create Clio contacts from new Launch27 bookings.
- Update Clio matter statuses based on Launch27 service completion.
- Send customized client welcome emails with booking confirmations.
- Generate Clio tasks when specific Launch27 events occur.
- Track cleaning service revenue directly within Clio reports.
How secure is connecting my Clio data through Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, safeguarding your Clio data during transfer and storage.
Are there any limitations to the Clio and Launch27 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript code blocks.
- Real-time data synchronization depends on API availability.
- Historical data migration requires manual setup.
