.svg){kind=icon}
How to connect Clio and Ontraport
Create a New Scenario to Connect Clio and Ontraport
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 Ontraport will be your first step. To do this, click "Choose an app," find Clio or Ontraport, 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.
+
1
Clio
Add the Ontraport Node
Next, click the plus (+) icon on the Clio node, select Ontraport from the list of available apps, and choose the action you need from the list of nodes within Ontraport.
1
Clio
⚙
+
2
Ontraport
Authenticate Ontraport
Now, click the Ontraport node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ontraport settings. Authentication allows you to use Ontraport through Latenode.
Configure the Clio and Ontraport 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 Ontraport 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Ontraport
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Ontraport, 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 Ontraport integration works as expected. Depending on your setup, data should flow between Clio and Ontraport (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 Ontraport
Clio + Ontraport + Slack: When a new contact is created in Clio, create or update the contact in Ontraport. Then, send a welcome message to a Slack channel.
Ontraport + Clio + Zoom: When a contact is updated in Ontraport, create a follow-up task in Clio. Then, schedule a Zoom meeting.
Clio and Ontraport 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.
Related categories
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Ontraport
How can I connect my Clio account to Ontraport using Latenode?
To connect your Clio account to Ontraport 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 Ontraport accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contact creation from Clio to Ontraport?
Yes, you can! Latenode's visual editor makes it easy to trigger contact creation in Ontraport whenever a new client is added in Clio, ensuring your sales and marketing are always in sync.
What types of tasks can I perform by integrating Clio with Ontraport?
Integrating Clio with Ontraport allows you to perform various tasks, including:
- Automatically adding new Clio clients to Ontraport as contacts.
- Updating contact information in Ontraport when it changes in Clio.
- Triggering marketing automation sequences in Ontraport based on Clio events.
- Creating tasks in Clio based on contact activity in Ontraport.
- Synchronizing custom fields between Clio and Ontraport for unified data.
How secure is connecting Clio with Latenode?
Latenode uses secure OAuth authentication. Your Clio credentials are never stored on our servers, ensuring top-tier data privacy.
Are there any limitations to the Clio and Ontraport integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization is not supported.
- Complex custom field mappings may require JavaScript code.
- API rate limits for Clio and Ontraport may affect performance.
