.svg){kind=icon}
How to connect Clio and Quentn
Create a New Scenario to Connect Clio and Quentn
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 Quentn will be your first step. To do this, click "Choose an app," find Clio or Quentn, 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.
+
1
Clio
Add the Quentn Node
Next, click the plus (+) icon on the Clio node, select Quentn from the list of available apps, and choose the action you need from the list of nodes within Quentn.
1
Clio
⚙
+
2
Quentn
Authenticate Quentn
Now, click the Quentn node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Quentn settings. Authentication allows you to use Quentn through Latenode.
Configure the Clio and Quentn 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 Quentn 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Quentn
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Quentn, 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 Quentn integration works as expected. Depending on your setup, data should flow between Clio and Quentn (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 Quentn
Clio + Quentn + Calendly: When a new contact is created in Clio, automatically add the contact to Quentn for marketing purposes and then schedule an initial consultation in Calendly.
Quentn + Clio + Google Sheets: When a new contact is added to Quentn, update the contact information in Clio and record the new contact details in a Google Sheet for reporting and tracking.
Clio and Quentn 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.
Related categories
About Quentn
Use Quentn in Latenode to automate email marketing based on triggers from other apps. Build flows that add or update contacts, manage lists, and send personalized campaigns. Centralize all data in Latenode and use its tools to filter and modify customer data from Quentn without complex code.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Quentn
How can I connect my Clio account to Quentn using Latenode?
To connect your Clio account to Quentn 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 Quentn accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contact creation from Clio to Quentn?
Yes, you can! Latenode lets you sync Clio contacts to Quentn automatically. Benefit from real-time data flow, ensuring your marketing is always based on the latest client information.
What types of tasks can I perform by integrating Clio with Quentn?
Integrating Clio with Quentn allows you to perform various tasks, including:
- Automatically adding new Clio clients as contacts in Quentn.
- Triggering email sequences in Quentn when a new case is opened in Clio.
- Updating contact information in Quentn based on changes in Clio.
- Segmenting clients in Quentn based on case types in Clio.
- Sending personalized follow-up emails after a case is closed in Clio.
How secure is connecting my Clio account on Latenode?
Latenode employs enterprise-grade security, encrypting your Clio credentials. We use secure protocols to protect your data during transmission and storage.
Are there any limitations to the Clio and Quentn integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio might require JavaScript for mapping.
- Real-time sync depends on API limits and may experience delays.
- Advanced Quentn segmentations may need custom logic blocks.
