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How to connect Clio and Monday
Create a New Scenario to Connect Clio and Monday
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 Monday will be your first step. To do this, click "Choose an app," find Clio or Monday, 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 Monday Node
Next, click the plus (+) icon on the Clio node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
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Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the Clio and Monday 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 Monday 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, Monday, 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 Monday integration works as expected. Depending on your setup, data should flow between Clio and Monday (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 Monday
Clio + Monday + Slack: When a new matter (case) is created in Clio, a corresponding new item is created in Monday. A message is then sent to a Slack channel to notify the legal team about the new item.
Monday + Clio + Google Calendar: When a column is updated in Monday, specifically a column indicating a task related to a Clio case is completed, a follow-up meeting is scheduled in Google Calendar.
Clio and Monday 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 Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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See how Latenode works
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FAQ Clio and Monday
How can I connect my Clio account to Monday using Latenode?
To connect your Clio account to Monday 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 Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday projects from new Clio matters?
Yes, you can! Latenode allows for this automation, ensuring new Clio matters instantly create corresponding Monday projects, saving time and improving team coordination through a streamlined, automated workflow.
What types of tasks can I perform by integrating Clio with Monday?
Integrating Clio with Monday allows you to perform various tasks, including:
- Automatically create a Monday.com task for each new Clio task.
- Sync client information between Clio contacts and Monday.com items.
- Update Monday.com project statuses based on Clio matter stages.
- Trigger notifications in Monday.com for upcoming Clio deadlines.
- Generate summary reports in Monday.com from Clio time entries.
How secure is integrating my Clio data with Monday through Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your data during Clio and Monday integration and workflow execution.
Are there any limitations to the Clio and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio custom fields may require custom JavaScript mapping.
- Initial data synchronization might require manual setup for large datasets.
- Real-time sync depends on the API rate limits of Clio and Monday.
