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How to connect Clio and Miro
Create a New Scenario to Connect Clio and Miro
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 Miro will be your first step. To do this, click "Choose an app," find Clio or Miro, 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 Miro Node
Next, click the plus (+) icon on the Clio node, select Miro from the list of available apps, and choose the action you need from the list of nodes within Miro.
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Authenticate Miro
Now, click the Miro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Miro settings. Authentication allows you to use Miro through Latenode.
Configure the Clio and Miro 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 Miro 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, Miro, 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 Miro integration works as expected. Depending on your setup, data should flow between Clio and Miro (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 Miro
Clio + Miro + Slack: When a new case is created in Clio, a new Miro board is created for brainstorming. The team is then notified in Slack about the new board creation.
Miro + Google Calendar + Clio: When a Miro board is updated, a meeting is scheduled in Google Calendar to discuss the updates and the Google calendar event is added to the Clio case.
Clio and Miro 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 Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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See how Latenode works
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FAQ Clio and Miro
How can I connect my Clio account to Miro using Latenode?
To connect your Clio account to Miro 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 Miro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Miro boards from new Clio projects?
Yes, you can! Latenode lets you automate board creation, instantly linking project details. Spend less time setting up and more time collaborating with clients.
What types of tasks can I perform by integrating Clio with Miro?
Integrating Clio with Miro allows you to perform various tasks, including:
- Create Miro boards when new clients are added in Clio.
- Update Miro boards when project statuses change in Clio.
- Generate client-specific Miro boards for collaborative planning.
- Send Miro board links to Clio contacts automatically.
- Archive Miro boards when Clio projects are completed.
What Clio data can I access and use within Latenode workflows?
Latenode gives you access to clients, matters, contacts, bills, and more, allowing for highly customized automations and data-driven workflows.
Are there any limitations to the Clio and Miro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require some JavaScript knowledge.
- Large data transfers can impact workflow execution time.
- Miro's API rate limits may affect high-volume automations.
