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How to connect Clio and LiveChat
Create a New Scenario to Connect Clio and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Clio or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Clio node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Clio and LiveChat 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 LiveChat 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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Save and Activate the Scenario
After configuring Clio, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Clio and LiveChat (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 LiveChat
Clio + Slack: When a new matter (case) is created in Clio, a notification is sent to a dedicated Slack channel to inform the team.
LiveChat + Clio + Google Sheets: When a chat is deactivated in LiveChat, the transcript and the relevant Clio case details are logged in a Google Sheet for legal inquiry reporting.
Clio and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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See how Latenode works
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FAQ Clio and LiveChat
How can I connect my Clio account to LiveChat using Latenode?
To connect your Clio account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio contacts from new LiveChat transcripts?
Yes, you can! Latenode allows you to automatically update Clio with new contact info captured in LiveChat, ensuring your client data stays current and accurate. This saves manual data entry.
What types of tasks can I perform by integrating Clio with LiveChat?
Integrating Clio with LiveChat allows you to perform various tasks, including:
- Create Clio contacts from new LiveChat conversations.
- Log LiveChat transcripts as Clio communication logs.
- Trigger proactive LiveChat conversations for Clio clients.
- Send Clio invoice reminders via LiveChat.
- Update Clio matter statuses based on LiveChat interactions.
Can I filter specific LiveChat transcripts before sending them to Clio?
Yes, you can. Latenode offers advanced filtering options, allowing you to send only relevant transcripts based on keywords or tags.
Are there any limitations to the Clio and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data prior to integration won't be automatically synced.
- Complex conditional logic might require JavaScript knowledge.
- Rate limits imposed by Clio and LiveChat APIs apply.
