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How to connect Clio and RD Station
Create a New Scenario to Connect Clio and RD Station
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 RD Station will be your first step. To do this, click "Choose an app," find Clio or RD Station, 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 RD Station Node
Next, click the plus (+) icon on the Clio node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.
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Authenticate RD Station
Now, click the RD Station node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RD Station settings. Authentication allows you to use RD Station through Latenode.
Configure the Clio and RD Station 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 RD Station 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, RD Station, 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 RD Station integration works as expected. Depending on your setup, data should flow between Clio and RD Station (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 RD Station
RD Station + Clio + Google Sheets: When a new lead conversion occurs in RD Station, extract relevant data, log client information by creating a contact in Clio, and then add a row with the lead's data to a Google Sheet for consolidated reporting.
RD Station + Clio + Slack: When a lead is marked as a 'Won Deal' in RD Station, create a new matter in Clio to begin legal processing and notify the legal team in a Slack channel about the new client matter.
Clio and RD Station 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 RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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See how Latenode works
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FAQ Clio and RD Station
How can I connect my Clio account to RD Station using Latenode?
To connect your Clio account to RD Station 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 RD Station accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update RD Station when a new client is added in Clio?
Yes, you can! Latenode allows you to automate this, ensuring your marketing efforts are always aligned with your client base. Streamline data flow and improve lead nurturing with this automated synchronization.
What types of tasks can I perform by integrating Clio with RD Station?
Integrating Clio with RD Station allows you to perform various tasks, including:
- Create new RD Station leads from new Clio clients automatically.
- Update RD Station lead information when client details change in Clio.
- Trigger email sequences in RD Station for new Clio matters.
- Segment RD Station leads based on Clio case types.
- Track marketing campaign performance related to specific Clio clients.
Can I use JavaScript to customize Clio data within Latenode?
Yes! Latenode allows JavaScript coding for complex transformations. You can manipulate Clio data to fit specific RD Station field requirements with ease.
Are there any limitations to the Clio and RD Station integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Clio and RD Station may require manual setup.
- Complex conditional logic might require some JavaScript coding.
- Rate limits of Clio and RD Station APIs still apply.
