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How to connect Clio and PDFMonkey
Create a New Scenario to Connect Clio and PDFMonkey
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 PDFMonkey will be your first step. To do this, click "Choose an app," find Clio or PDFMonkey, 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 PDFMonkey Node
Next, click the plus (+) icon on the Clio node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
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Authenticate PDFMonkey
Now, click the PDFMonkey node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDFMonkey settings. Authentication allows you to use PDFMonkey through Latenode.
Configure the Clio and PDFMonkey 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 PDFMonkey 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, PDFMonkey, 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 PDFMonkey integration works as expected. Depending on your setup, data should flow between Clio and PDFMonkey (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 PDFMonkey
PDFMonkey + Clio + Google Drive: When a document is generated in PDFMonkey, it is stored in a specified folder in Google Drive, associated with the corresponding matter in Clio, for easy access and sharing.
PDFMonkey + Clio + Slack: When a document is generated in PDFMonkey, linked to a specific case (matter) in Clio, a notification is sent to a dedicated Slack channel to alert the team.
Clio and PDFMonkey 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 PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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See how Latenode works
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FAQ Clio and PDFMonkey
How can I connect my Clio account to PDFMonkey using Latenode?
To connect your Clio account to PDFMonkey 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 PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices after a case closes?
Yes, you can. Latenode allows you to automatically trigger PDFMonkey to generate and send invoices whenever a case reaches a closed status in Clio, saving time and improving accuracy.
What types of tasks can I perform by integrating Clio with PDFMonkey?
Integrating Clio with PDFMonkey allows you to perform various tasks, including:
- Automatically generating invoices when a new matter is created in Clio.
- Creating client contracts with pre-filled data from Clio contact information.
- Archiving generated PDFs directly into Clio's document storage.
- Sending personalized welcome packets to new clients using Clio data.
- Dynamically updating PDF documents when client details change in Clio.
How does Latenode enhance Clio's document automation capabilities?
Latenode lets you use advanced logic, AI, and JavaScript to tailor PDF generation based on Clio data, going beyond basic templates for sophisticated automation.
Are there any limitations to the Clio and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF templates may require advanced PDFMonkey plan.
- Large-scale document generation can be limited by API rate limits.
- Custom field mappings in Clio might require JavaScript for parsing.
