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How to connect Clio and Livestorm
Create a New Scenario to Connect Clio and Livestorm
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 Livestorm will be your first step. To do this, click "Choose an app," find Clio or Livestorm, 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 Livestorm Node
Next, click the plus (+) icon on the Clio node, select Livestorm from the list of available apps, and choose the action you need from the list of nodes within Livestorm.
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Authenticate Livestorm
Now, click the Livestorm node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Livestorm settings. Authentication allows you to use Livestorm through Latenode.
Configure the Clio and Livestorm 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 Livestorm 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, Livestorm, 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 Livestorm integration works as expected. Depending on your setup, data should flow between Clio and Livestorm (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 Livestorm
Clio + Livestorm + Slack: When a new contact is added in Clio, they are automatically registered for a welcome webinar in Livestorm. A notification is then sent to a Slack channel informing the team about the new registrant.
Livestorm + Clio + Google Calendar: After a Livestorm session ends, create a follow-up meeting in Google Calendar with the relevant contact from Clio. The contact is identified by looking up contacts in Clio.
Clio and Livestorm 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 Livestorm
Use Livestorm in Latenode to automate webinar tasks. Register attendees, send follow-up emails, and track engagement automatically. Integrate Livestorm data with your CRM and marketing tools for a seamless workflow. Latenode's visual editor simplifies the process, replacing manual work with a scalable, no-code solution.
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See how Latenode works
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FAQ Clio and Livestorm
How can I connect my Clio account to Livestorm using Latenode?
To connect your Clio account to Livestorm 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 Livestorm accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically register Clio clients for Livestorm webinars?
Yes, you can! Latenode lets you automate client registration using a visual workflow. Reduce manual work and improve client engagement by seamlessly connecting Clio and Livestorm.
What types of tasks can I perform by integrating Clio with Livestorm?
Integrating Clio with Livestorm allows you to perform various tasks, including:
- Automatically add new Clio clients as Livestorm webinar attendees.
- Send Livestorm webinar recordings to Clio contacts post-event.
- Update Clio client details based on Livestorm webinar attendance.
- Trigger follow-up tasks in Clio for Livestorm webinar leads.
- Create Clio tasks for no-shows at Livestorm webinars.
How can I filter Clio data before sending it to Livestorm?
Latenode lets you add custom logic using JavaScript or AI to filter Clio data based on specific criteria before updating Livestorm, enhancing automation.
Are there any limitations to the Clio and Livestorm integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio data structures might require custom parsing using JavaScript.
- Livestorm API rate limits may affect the speed of large data synchronizations.
- Some advanced Livestorm webinar features might not have direct equivalents in Clio.
