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How to connect Clio and Ortto
Create a New Scenario to Connect Clio and Ortto
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 Ortto will be your first step. To do this, click "Choose an app," find Clio or Ortto, 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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Clio
Add the Ortto Node
Next, click the plus (+) icon on the Clio node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Ortto
Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Clio and Ortto 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 Ortto 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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Ortto
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Trigger on Webhook
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Clio
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Save and Activate the Scenario
After configuring Clio, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Clio and Ortto (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 Ortto
Clio + Ortto + Slack: When a new contact is created in Clio, automatically create or update the person in Ortto, and then notify the legal team in Slack via a public channel message.
Ortto + Clio + Google Sheets: When a new activity event occurs in Ortto, fetch contact details from Clio and save the Ortto campaign engagement metrics along with the client details in a Google Sheet.
Clio and Ortto 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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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Clio + Ortto integration
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FAQ Clio and Ortto
How can I connect my Clio account to Ortto using Latenode?
To connect your Clio account to Ortto 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 Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new Clio client matters?
Yes, you can! With Latenode, instantly trigger personalized Ortto campaigns upon new client matter creation in Clio. Automate client onboarding and engagement effortlessly.
What types of tasks can I perform by integrating Clio with Ortto?
Integrating Clio with Ortto allows you to perform various tasks, including:
- Adding new Clio clients as contacts in Ortto for targeted marketing.
- Updating Ortto contact details when client information changes in Clio.
- Triggering personalized email sequences in Ortto for new Clio matters.
- Segmenting Ortto audiences based on client matter types from Clio.
- Creating Ortto activities when specific events occur in Clio.
How securely does Latenode handle Clio and Ortto data?
Latenode employs robust encryption and security protocols to ensure your Clio and Ortto data is handled securely throughout the integration process.
Are there any limitations to the Clio and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex data transformations might require JavaScript code blocks.
- Integration speed depends on API limits set by Clio and Ortto.
