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How to connect Clio and PDF.co
Create a New Scenario to Connect Clio and PDF.co
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 PDF.co will be your first step. To do this, click "Choose an app," find Clio or PDF.co, 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 PDF.co Node
Next, click the plus (+) icon on the Clio node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Clio and PDF.co 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 PDF.co 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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Save and Activate the Scenario
After configuring Clio, PDF.co, 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 PDF.co integration works as expected. Depending on your setup, data should flow between Clio and PDF.co (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 PDF.co
Clio + PDF.co + Google Drive: When a new document is added to Clio, it's uploaded to Google Drive. PDF.co then parses the document to make it searchable within Google Drive, ensuring all client documents are easily retrievable.
PDF.co + Clio + Slack: When PDF.co detects a specific clause in a contract, it triggers a notification. The relevant lawyer's contact information is retrieved from Clio, and a Slack alert is sent to notify them of the contract clause detection.
Clio and PDF.co 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 PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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FAQ Clio and PDF.co
How can I connect my Clio account to PDF.co using Latenode?
To connect your Clio account to PDF.co 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 PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from Clio data?
Yes, you can! Latenode's advanced automation lets you extract data from Clio, populate PDF templates using PDF.co, and automatically generate & send customized invoices – saving you valuable time.
What types of tasks can I perform by integrating Clio with PDF.co?
Integrating Clio with PDF.co allows you to perform various tasks, including:
- Automatically creating PDF reports of client activities and billable hours.
- Generating personalized legal documents with client data stored in Clio.
- Converting case-related documents into searchable PDFs using OCR.
- Archiving Clio data into secure, standardized PDF formats for compliance.
- Extracting data from PDFs received through Clio for analysis and reporting.
Can I use JavaScript to manipulate data between Clio and PDF.co?
Yes! Latenode’s JavaScript blocks let you transform Clio data before sending to PDF.co, enabling custom logic & complex workflows.
Are there any limitations to the Clio and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF layouts may require advanced PDF.co template configuration.
- Rate limits on the Clio and PDF.co APIs can affect high-volume automations.
- Some advanced PDF.co features might require a paid PDF.co subscription.
