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How to connect Clio and NetHunt
Create a New Scenario to Connect Clio and NetHunt
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 NetHunt will be your first step. To do this, click "Choose an app," find Clio or NetHunt, 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 NetHunt Node
Next, click the plus (+) icon on the Clio node, select NetHunt from the list of available apps, and choose the action you need from the list of nodes within NetHunt.
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Authenticate NetHunt
Now, click the NetHunt node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NetHunt settings. Authentication allows you to use NetHunt through Latenode.
Configure the Clio and NetHunt 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 NetHunt 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, NetHunt, 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 NetHunt integration works as expected. Depending on your setup, data should flow between Clio and NetHunt (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 NetHunt
Clio + NetHunt + Slack: When a new contact is added to Clio, a new contact record is created in NetHunt. Then, a welcome message is sent to the new contact via Slack.
NetHunt + Clio + Google Sheets: When a new or updated contact record is added in NetHunt, the automation checks if that contact is also a client in Clio. If they are both, the contact information is logged in a Google Sheet for reporting.
Clio and NetHunt 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 NetHunt
Sync NetHunt CRM with Latenode to automate sales processes. Update deals, create tasks, or send personalized emails based on triggers. Latenode’s visual editor and flexible tools mean no-code data routing and AI-powered lead qualification — build scalable sales flows without complex scripts.
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See how Latenode works
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FAQ Clio and NetHunt
How can I connect my Clio account to NetHunt using Latenode?
To connect your Clio account to NetHunt 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 NetHunt accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NetHunt contacts from new Clio clients?
Yes, you can! Latenode’s visual editor makes it simple to automate contact creation, ensuring your NetHunt CRM is always up-to-date with the latest Clio client information.
What types of tasks can I perform by integrating Clio with NetHunt?
Integrating Clio with NetHunt allows you to perform various tasks, including:
- Create NetHunt deals when new Clio matters are created.
- Update NetHunt contacts when Clio client details are modified.
- Log Clio time entries as notes in NetHunt records.
- Sync Clio client addresses to NetHunt contact addresses.
- Trigger email campaigns in NetHunt from completed Clio tasks.
How does Latenode handle complex data transformations with Clio and NetHunt?
Latenode allows you to use JavaScript blocks for advanced data transformations, ensuring seamless data mapping between Clio and NetHunt.
Are there any limitations to the Clio and NetHunt integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex Clio custom fields may need custom mapping.
- Real-time sync depends on the Clio and NetHunt API rate limits.
