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How to connect Clio and Pipefy
Create a New Scenario to Connect Clio and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Clio or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Clio node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Clio and Pipefy 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 Pipefy 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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Pipefy
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Clio and Pipefy (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 Pipefy
Clio + Pipefy + Slack: When a new contact is created in Clio, a new card is created in Pipefy to track the client's case. The legal team is then notified in a Slack channel.
Pipefy + Clio + Google Calendar: When a card is created in Pipefy, create an event in Google Calendar. Additionally, associate the event with the corresponding client in Clio.
Clio and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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See how Latenode works
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FAQ Clio and Pipefy
How can I connect my Clio account to Pipefy using Latenode?
To connect your Clio account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Pipefy cards from new Clio clients?
Yes, with Latenode, you can automate card creation in Pipefy when a new client is added to Clio. Streamline client onboarding and improve process management with efficient automation.
What types of tasks can I perform by integrating Clio with Pipefy?
Integrating Clio with Pipefy allows you to perform various tasks, including:
- Creating Pipefy cards for new Clio matters automatically.
- Updating Pipefy cards when Clio matter details are modified.
- Generating Clio tasks when a Pipefy card reaches a specific stage.
- Syncing client information between Clio and Pipefy pipelines.
- Triggering invoice creation in Clio from Pipefy card completion.
How does Latenode handle Clio API rate limits?
Latenode’s robust architecture manages Clio API rate limits intelligently, preventing workflow disruptions, and ensuring reliable automation even at scale.
Are there any limitations to the Clio and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on Clio and Pipefy API availability.
- Initial setup requires understanding of both Clio and Pipefy data structures.
