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How to connect Clio and Productboard
Create a New Scenario to Connect Clio and Productboard
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 Productboard will be your first step. To do this, click "Choose an app," find Clio or Productboard, 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 Productboard Node
Next, click the plus (+) icon on the Clio node, select Productboard from the list of available apps, and choose the action you need from the list of nodes within Productboard.
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Authenticate Productboard
Now, click the Productboard node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Productboard settings. Authentication allows you to use Productboard through Latenode.
Configure the Clio and Productboard 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 Productboard 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, Productboard, 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 Productboard integration works as expected. Depending on your setup, data should flow between Clio and Productboard (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 Productboard
Productboard + Slack + Clio: When a feature in Productboard is created, if it is tagged as 'legal', a message is sent to a dedicated Slack channel notifying the legal team. A Clio task is then created to start working on the legal feature.
Productboard + Clio + Jira: When a new feature is created in Productboard, if it is tagged as 'legal', a Jira ticket is created linking to relevant client files in Clio to initiate the legal review process.
Clio and Productboard 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 Productboard
Sync Productboard insights into Latenode to automate product development workflows. Track feature requests, prioritize tasks, and trigger actions in other apps (like Jira or Slack) based on user feedback. Build custom reports and alerts using Latenode's visual editor, making feedback actionable across teams without manual data wrangling.
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See how Latenode works
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FAQ Clio and Productboard
How can I connect my Clio account to Productboard using Latenode?
To connect your Clio account to Productboard 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 Productboard accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Productboard features from new Clio cases?
Yes, you can! Latenode automates this, creating features in Productboard instantly from Clio case details. Prioritize client feedback, boosting product development and satisfaction.
What types of tasks can I perform by integrating Clio with Productboard?
Integrating Clio with Productboard allows you to perform various tasks, including:
- Sync new Clio client information to Productboard as user segments.
- Create Productboard features from successful Clio case resolutions.
- Trigger Productboard feature prioritization based on Clio case volume.
- Update Productboard feature status based on Clio project completion.
- Aggregate client feedback from Clio case notes into Productboard insights.
What Clio data can I access within Latenode workflows?
Latenode provides access to Clio contacts, matters, case details, communications, and billing information for advanced automation.
Are there any limitations to the Clio and Productboard integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time depending on data volume.
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on Clio and Productboard API availability.
