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How to connect Clio and Missive
Create a New Scenario to Connect Clio and Missive
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 Missive will be your first step. To do this, click "Choose an app," find Clio or Missive, 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 Missive Node
Next, click the plus (+) icon on the Clio node, select Missive from the list of available apps, and choose the action you need from the list of nodes within Missive.
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Authenticate Missive
Now, click the Missive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Missive settings. Authentication allows you to use Missive through Latenode.
Configure the Clio and Missive 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 Missive 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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Missive
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Trigger on Webhook
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Clio
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Webhook response
Save and Activate the Scenario
After configuring Clio, Missive, 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 Missive integration works as expected. Depending on your setup, data should flow between Clio and Missive (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 Missive
Clio + Missive + Slack: When a new contact is added in Clio, a welcome message is created as a draft in Missive. Then, a notification is sent to a Slack channel to inform the team about the new client.
Missive + Clio + Google Calendar: When a new message is received in Missive, a task is created in Clio and an event is added to Google Calendar.
Clio and Missive 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 Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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See how Latenode works
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FAQ Clio and Missive
How can I connect my Clio account to Missive using Latenode?
To connect your Clio account to Missive 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 Missive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Missive conversations in Clio?
Yes, you can automatically log Missive conversations as notes in Clio using Latenode. This helps maintain centralized client communication records, improves data visibility, and eliminates manual entry.
What types of tasks can I perform by integrating Clio with Missive?
Integrating Clio with Missive allows you to perform various tasks, including:
- Create Clio tasks from new Missive messages.
- Send Missive alerts for new Clio invoices.
- Automatically update Clio contact information from Missive.
- Log billable Missive correspondence as Clio time entries.
- Trigger Missive messages based on Clio case updates.
Can I use JavaScript within my Clio and Missive Latenode workflows?
Yes, Latenode allows custom JavaScript code within workflows for advanced data manipulation and logic, extending the capabilities of Clio and Missive integrations.
Are there any limitations to the Clio and Missive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Clio and Missive may require custom solutions.
- Complex conditional logic may necessitate JavaScript coding within workflows.
- File size limitations apply when transferring attachments between Clio and Missive.
