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How to connect Clio and Lexoffice
Create a New Scenario to Connect Clio and Lexoffice
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 Lexoffice will be your first step. To do this, click "Choose an app," find Clio or Lexoffice, 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 Lexoffice Node
Next, click the plus (+) icon on the Clio node, select Lexoffice from the list of available apps, and choose the action you need from the list of nodes within Lexoffice.
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Authenticate Lexoffice
Now, click the Lexoffice node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lexoffice settings. Authentication allows you to use Lexoffice through Latenode.
Configure the Clio and Lexoffice 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 Lexoffice 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, Lexoffice, 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 Lexoffice integration works as expected. Depending on your setup, data should flow between Clio and Lexoffice (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 Lexoffice
Clio + Lexoffice + Slack: When a new contact is created in Clio, create a corresponding voucher in Lexoffice and send a notification to the accounting team on Slack to review the new voucher.
Lexoffice + Clio + Google Sheets: When a voucher is created in Lexoffice, update the corresponding contact's record in Clio and log the voucher details in a Google Sheet for tracking.
Clio and Lexoffice 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 Lexoffice
Automate accounting tasks by connecting Lexoffice to Latenode. Automatically create invoices, track expenses, or update customer data based on triggers from other apps. Latenode lets you build custom workflows around Lexoffice without code, adding features like advanced data validation or conditional logic that Lexoffice lacks natively.
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See how Latenode works
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FAQ Clio and Lexoffice
How can I connect my Clio account to Lexoffice using Latenode?
To connect your Clio account to Lexoffice 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 Lexoffice accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Lexoffice invoices from new Clio matters?
Yes, with Latenode! Automatically create invoices in Lexoffice when new matters are created in Clio. Latenode's flexibility lets you customize data transfer precisely.
What types of tasks can I perform by integrating Clio with Lexoffice?
Integrating Clio with Lexoffice allows you to perform various tasks, including:
- Syncing client contact information between Clio and Lexoffice.
- Creating Lexoffice invoices from Clio time entries.
- Updating payment statuses in Clio based on Lexoffice records.
- Generating financial reports combining data from both platforms.
- Automating reconciliation of expenses across Clio and Lexoffice.
Can I filter Clio data before sending it to Lexoffice in Latenode?
Yes, Latenode allows you to filter Clio data using no-code blocks or JavaScript code, ensuring that only relevant information is transferred to Lexoffice.
Are there any limitations to the Clio and Lexoffice 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.
- Real-time synchronization depends on the API rate limits of both apps.
- Some advanced Lexoffice features may not be directly accessible.
