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How to connect Clio and Moco
Create a New Scenario to Connect Clio and Moco
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 Moco will be your first step. To do this, click "Choose an app," find Clio or Moco, 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 Moco Node
Next, click the plus (+) icon on the Clio node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Clio and Moco 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 Moco 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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between Clio and Moco (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 Moco
Clio + Moco + Slack: When a new contact is added to Clio, create a corresponding contact in Moco and notify the project manager in Slack via a public channel message.
Moco + Clio + Google Sheets: When a new event is watched in Moco, find billable hours, then automatically update client billing information in Clio and export reports to Google Sheets by adding a new row.
Clio and Moco 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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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See how Latenode works
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FAQ Clio and Moco
How can I connect my Clio account to Moco using Latenode?
To connect your Clio account to Moco 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 Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate time tracking based on new Clio projects?
Yes, you can! Latenode allows automated workflows, so when a new project is created in Clio, a corresponding time tracking entry is automatically generated in Moco, saving you time.
What types of tasks can I perform by integrating Clio with Moco?
Integrating Clio with Moco allows you to perform various tasks, including:
- Create Moco projects when new clients are added in Clio.
- Update project budgets in Moco based on Clio billing data.
- Log billable hours in Moco from Clio time entries.
- Generate Moco invoices based on Clio payment records.
- Sync contact information between Clio and Moco.
How does Latenode handle Clio's complex data structures?
Latenode's no-code blocks and JavaScript support allow parsing and transforming Clio data, ensuring accurate integration with Moco.
Are there any limitations to the Clio and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both services.
- Historical data migration might require a separate, one-time workflow.
