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How to connect Clio and Recruitee
Create a New Scenario to Connect Clio and Recruitee
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 Recruitee will be your first step. To do this, click "Choose an app," find Clio or Recruitee, 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 Recruitee Node
Next, click the plus (+) icon on the Clio node, select Recruitee from the list of available apps, and choose the action you need from the list of nodes within Recruitee.
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Authenticate Recruitee
Now, click the Recruitee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recruitee settings. Authentication allows you to use Recruitee through Latenode.
Configure the Clio and Recruitee 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 Recruitee 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, Recruitee, 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 Recruitee integration works as expected. Depending on your setup, data should flow between Clio and Recruitee (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 Recruitee
Recruitee + Clio + Slack: When a candidate accepts an offer in Recruitee, a new matter is created in Clio to handle legal paperwork, and a Slack message is sent to notify the HR team.
Recruitee + Clio + Google Calendar: When a new lawyer is hired in Recruitee and a contact is created in Clio, schedule a series of onboarding meetings in Google Calendar.
Clio and Recruitee 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 Recruitee
Automate your hiring process with Recruitee in Latenode. Trigger workflows on new applications to screen candidates, send automated messages, and update other systems. Connect Recruitee to HR tools for seamless data flow and custom talent pipelines. Simplify recruiting tasks using Latenode's visual editor and scaling options.
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See how Latenode works
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FAQ Clio and Recruitee
How can I connect my Clio account to Recruitee using Latenode?
To connect your Clio account to Recruitee 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 Recruitee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio matters with new hires from Recruitee?
Yes, you can! Latenode lets you create automated workflows that trigger matter updates in Clio whenever a new candidate is hired in Recruitee, saving time and ensuring accurate records.
What types of tasks can I perform by integrating Clio with Recruitee?
Integrating Clio with Recruitee allows you to perform various tasks, including:
- Create Clio contacts from new Recruitee candidates.
- Update Clio matter details with candidate information.
- Trigger Recruitee actions based on Clio matter status changes.
- Send automated emails via Recruitee when a Clio task is completed.
- Log billable hours in Clio based on Recruitee interview schedules.
How can I use JavaScript to extend Clio integrations?
Use Latenode's JavaScript code blocks to add custom logic, transform data, or interact with other systems beyond standard Clio functionality.
Are there any limitations to the Clio and Recruitee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Clio and Recruitee.
- Complex data transformations may require advanced JavaScript knowledge.
- Custom fields in Clio or Recruitee might need manual mapping in the workflow.
