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How to connect Clio and Process Street
Create a New Scenario to Connect Clio and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Clio or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the Clio node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Clio and Process Street 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 Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Clio and Process Street (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 Process Street
Clio + Process Street + Slack: When a new matter (case) is created in Clio, a new workflow run is initiated in Process Street using a predefined checklist. Once the workflow run is created, a message is sent to a designated Slack channel to notify the legal team.
Process Street + Clio + Google Calendar: When a workflow run is completed in Process Street, a calendar entry is created in Google Calendar to schedule a follow-up. This Google Calendar event includes a link back to the Clio matter for easy reference.
Clio and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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FAQ Clio and Process Street
How can I connect my Clio account to Process Street using Latenode?
To connect your Clio account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Process Street checklists from new Clio matters?
Yes, you can! With Latenode, automatically trigger checklists in Process Street when new matters are created in Clio, streamlining client onboarding and task management. Benefit from no-code ease and JavaScript extensibility.
What types of tasks can I perform by integrating Clio with Process Street?
Integrating Clio with Process Street allows you to perform various tasks, including:
- Automatically creating a Process Street checklist when a new client is added in Clio.
- Updating a Process Street task status when a matter stage changes in Clio.
- Generating a summary report in Process Street based on Clio matter details.
- Triggering email notifications via Latenode based on updates in either app.
- Populating Clio custom fields with data from completed Process Street checklists.
Can I use JavaScript code to transform data between Clio and Process Street?
Yes, Latenode allows you to use JavaScript to transform data, providing maximum flexibility when mapping fields between Clio and Process Street for advanced workflow customization.
Are there any limitations to the Clio and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require some JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both Clio and Process Street.
- Custom field limitations in either Clio or Process Street may affect data mapping.
