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How to connect Clio and Realgeeks
Create a New Scenario to Connect Clio and Realgeeks
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 Realgeeks will be your first step. To do this, click "Choose an app," find Clio or Realgeeks, 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 Realgeeks Node
Next, click the plus (+) icon on the Clio node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.
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Authenticate Realgeeks
Now, click the Realgeeks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Realgeeks settings. Authentication allows you to use Realgeeks through Latenode.
Configure the Clio and Realgeeks 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 Realgeeks 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, Realgeeks, 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 Realgeeks integration works as expected. Depending on your setup, data should flow between Clio and Realgeeks (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 Realgeeks
Realgeeks + Clio + Google Sheets: When a new lead is created in Realgeeks, a corresponding contact is created in Clio. The details of this new lead and contact creation are then added as a new row in a Google Sheet for marketing analysis.
Realgeeks + Clio + Slack: Whenever a new lead is created in Realgeeks, a contact is created in Clio. A message is then sent to a designated Slack channel to notify the team about the new client added in Clio with details from Realgeeks.
Clio and Realgeeks 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 Realgeeks
Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.
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See how Latenode works
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FAQ Clio and Realgeeks
How can I connect my Clio account to Realgeeks using Latenode?
To connect your Clio account to Realgeeks 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 Realgeeks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Realgeeks leads?
Yes, with Latenode, you can! Automate contact creation using our visual editor. Benefit from instant lead syncing and save valuable administrative time with this streamlined workflow.
What types of tasks can I perform by integrating Clio with Realgeeks?
Integrating Clio with Realgeeks allows you to perform various tasks, including:
- Create Clio contacts from new Realgeeks leads automatically.
- Update client information in Clio when leads change in Realgeeks.
- Trigger email sequences in Realgeeks based on Clio matter status.
- Generate Realgeeks tasks for Clio clients needing follow-up.
- Synchronize key dates between Clio and Realgeeks calendars.
Can I use custom JavaScript code to transform data between Clio and Realgeeks?
Yes! Latenode allows seamless JavaScript integration. Transform complex data to match each platform's format, ensuring perfect data flow.
Are there any limitations to the Clio and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Rate limits of the Clio or Realgeeks APIs may affect performance.
- Initial setup requires understanding of both platforms' data structures.
