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How to connect Clio and Qwilr
Create a New Scenario to Connect Clio and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find Clio or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the Clio node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
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Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the Clio and Qwilr 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 Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Clio and Qwilr (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 Qwilr
Qwilr + Slack + Clio: When a proposal is accepted in Qwilr, a notification is sent to a designated Slack channel. This prompts the legal team to initiate contract drafting by creating a new matter in Clio.
Qwilr + Clio + QuickBooks: Upon proposal acceptance in Qwilr, a new client is created in Clio. Subsequently, a new customer and an invoice are generated in QuickBooks, using the contact information from Clio.
Clio and Qwilr 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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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See how Latenode works
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FAQ Clio and Qwilr
How can I connect my Clio account to Qwilr using Latenode?
To connect your Clio account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from new Clio clients?
Yes, you can! Latenode automates this, creating proposals from Clio client data. Save time and ensure consistent, professional Qwilr proposals for every new client.
What types of tasks can I perform by integrating Clio with Qwilr?
Integrating Clio with Qwilr allows you to perform various tasks, including:
- Automatically generating client-specific Qwilr proposals from Clio data.
- Updating Clio client information when a Qwilr proposal is accepted.
- Tracking proposal status in Clio based on Qwilr events.
- Creating Qwilr projects when a new matter is created in Clio.
- Sending automated follow-up reminders via Qwilr based on Clio milestones.
Can I use JavaScript code to transform Clio data before sending it to Qwilr?
Yes! Latenode allows you to use JavaScript code to format and transform data from Clio, ensuring seamless data transfer to Qwilr.
Are there any limitations to the Clio and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript coding knowledge.
- Real-time updates depend on the polling intervals set within Latenode.
- Historical data migration between Clio and Qwilr is not directly supported.
