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How to connect Clio and Ocean.io
Create a New Scenario to Connect Clio and Ocean.io
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 Ocean.io will be your first step. To do this, click "Choose an app," find Clio or Ocean.io, 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 Ocean.io Node
Next, click the plus (+) icon on the Clio node, select Ocean.io from the list of available apps, and choose the action you need from the list of nodes within Ocean.io.
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Authenticate Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Configure the Clio and Ocean.io 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 Ocean.io 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, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between Clio and Ocean.io (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 Ocean.io
Ocean.io + Clio + Slack: When a new lead is found via Ocean.io, a contact is created in Clio, and a notification is sent to a designated Slack channel.
Ocean.io + Clio + Google Sheets: When lead data is enriched in Ocean.io, the corresponding contact information in Clio is updated, and a log of these changes is recorded in a Google Sheet.
Clio and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
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FAQ Clio and Ocean.io
How can I connect my Clio account to Ocean.io using Latenode?
To connect your Clio account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead enrichment in Ocean.io from new Clio clients?
Yes, you can! Latenode enables real-time lead enrichment. Trigger Ocean.io updates whenever a new client is added in Clio, ensuring your data is always up-to-date and actionable.
What types of tasks can I perform by integrating Clio with Ocean.io?
Integrating Clio with Ocean.io allows you to perform various tasks, including:
- Automatically add new Clio clients as leads in Ocean.io.
- Update Ocean.io lead information based on changes in Clio.
- Trigger personalized email campaigns in Ocean.io for new Clio clients.
- Segment Ocean.io leads based on client data from Clio.
- Track the ROI of marketing campaigns based on closed deals in Clio.
How secure is my Clio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring the confidentiality and integrity of your Clio data during all integrations.
Are there any limitations to the Clio and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- API rate limits of Clio and Ocean.io apply to the integration.
- Real-time data synchronization depends on the responsiveness of the APIs.
