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How to connect Clio and Nimble
Create a New Scenario to Connect Clio and Nimble
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 Nimble will be your first step. To do this, click "Choose an app," find Clio or Nimble, 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 Nimble Node
Next, click the plus (+) icon on the Clio node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.
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Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the Clio and Nimble 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 Nimble 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, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between Clio and Nimble (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 Nimble
Clio + Nimble + Google Sheets: When a new contact is created in Clio, the contact information is added to Nimble. Subsequently, a new row is added to a Google Sheets spreadsheet to track the new contact.
Nimble + Clio + Slack: When a contact is updated in Nimble, the corresponding contact is updated in Clio. A notification is then sent to a Slack channel to inform the team about the contact update.
Clio and Nimble 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 Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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See how Latenode works
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FAQ Clio and Nimble
How can I connect my Clio account to Nimble using Latenode?
To connect your Clio account to Nimble 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 Nimble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Nimble contacts from new Clio clients?
Yes, you can! Latenode lets you sync data from Clio to Nimble, creating new contacts automatically. Scale easily with no-code blocks or custom JavaScript for complex logic.
What types of tasks can I perform by integrating Clio with Nimble?
Integrating Clio with Nimble allows you to perform various tasks, including:
- Creating new Nimble contacts from new Clio clients automatically.
- Updating contact information in Nimble when it changes in Clio.
- Triggering email campaigns in Nimble when a new matter is created in Clio.
- Logging Clio communication activities within the corresponding Nimble contact.
- Creating tasks in Nimble based on key dates in Clio matters.
HowsecureistheCliointegrationonLatenodewithmydata?
Latenode uses secure authentication protocols and encryption to protect your data during the Clio integration, ensuring privacy and compliance with security standards.
Are there any limitations to the Clio and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio custom fields might require custom JavaScript for full mapping.
- Initial data sync of large datasets may take considerable time.
- Real-time synchronization depends on the API rate limits of Clio and Nimble.
