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How to connect Clio and Recut
Create a New Scenario to Connect Clio and Recut
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 Recut will be your first step. To do this, click "Choose an app," find Clio or Recut, 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 Recut Node
Next, click the plus (+) icon on the Clio node, select Recut from the list of available apps, and choose the action you need from the list of nodes within Recut.
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Authenticate Recut
Now, click the Recut node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recut settings. Authentication allows you to use Recut through Latenode.
Configure the Clio and Recut 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 Recut 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, Recut, 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 Recut integration works as expected. Depending on your setup, data should flow between Clio and Recut (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 Recut
Clio + Recut + Slack: When a case is closed in Clio, a new link is created in Recut for testimonial purposes. The marketing team then receives a notification in Slack with the Recut link.
Recut + Clio + Google Drive: When a link in Recut is updated (finalized testimonial video), the video is downloaded and uploaded to a specific Google Drive folder associated with the client in Clio.
Clio and Recut 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 Recut
Use Recut in Latenode to automate URL shortening. Automatically generate branded short links for your content, simplifying your marketing efforts. Integrate Recut with other nodes to create automated sharing workflows: generate short links, track click analytics, and distribute across platforms. The Latenode visual editor makes it easy to build and scale complex workflows.
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See how Latenode works
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FAQ Clio and Recut
How can I connect my Clio account to Recut using Latenode?
To connect your Clio account to Recut 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 Recut accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up Clio call recordings to Recut?
Yes, you can! Latenode enables automated backups, ensuring call recordings are safely stored in Recut. Benefit from Latenode's robust file handling and schedule this to run without code.
What types of tasks can I perform by integrating Clio with Recut?
Integrating Clio with Recut allows you to perform various tasks, including:
- Automatically upload Clio call recordings to Recut for transcription.
- Create Recut projects from new client matters created in Clio.
- Sync client contact information between Clio and Recut projects.
- Trigger Recut video editing workflows upon Clio task completion.
- Archive finished Recut projects and link them back to Clio matters.
Can I trigger workflows based on Clio custom field changes?
Yes, you can. Latenode's flexible triggers allow workflows to start when Clio custom fields are updated, enabling highly customized automations.
Are there any limitations to the Clio and Recut integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large video files may take longer to process due to API limitations.
- Real-time synchronization of all data points may not be possible.
- Custom field mapping requires careful configuration to ensure accuracy.
