.svg){kind=icon}
How to connect Clio and Render
Create a New Scenario to Connect Clio and Render
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 Render will be your first step. To do this, click "Choose an app," find Clio or Render, 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.
+
1
Clio
Add the Render Node
Next, click the plus (+) icon on the Clio node, select Render from the list of available apps, and choose the action you need from the list of nodes within Render.
1
Clio
⚙
+
2
Render
Authenticate Render
Now, click the Render node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Render settings. Authentication allows you to use Render through Latenode.
Configure the Clio and Render 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 Render 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Render
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Render, 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 Render integration works as expected. Depending on your setup, data should flow between Clio and Render (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 Render
Clio + Render + Slack: When a new contact is added in Clio, a new service is created in Render to set up a dedicated environment, and a message is sent to a Slack channel notifying the team about the deployment.
Render + Clio + Google Sheets: When a new deployment is triggered in Render, the deployment data is logged in a Google Sheet. Also, the corresponding client information is updated in Clio.
Clio and Render 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.
Related categories
About Render
Automate Render deployments with Latenode. Trigger server actions (like scaling or updates) based on events in other apps. Monitor build status and errors via Latenode alerts and integrate Render logs into wider workflow diagnostics. No-code interface simplifies setup and reduces manual DevOps work.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Render
How can I connect my Clio account to Render using Latenode?
To connect your Clio account to Render 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 Render accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically deploy projects based on new Clio cases?
Yes, you can! Latenode allows triggering Render deployments from Clio events. Automate project updates and streamline workflows for faster development cycles.
What types of tasks can I perform by integrating Clio with Render?
Integrating Clio with Render allows you to perform various tasks, including:
- Automatically creating Render projects when a new client is added in Clio.
- Triggering a Render deployment after a case status update in Clio.
- Logging Render deployment details into a Clio case timeline.
- Sending Render deployment notifications to Clio case contacts.
- Updating Render environment variables based on Clio case information.
What Clio data can I access via the Latenode integration?
Latenode allows you to access client details, case information, documents, and communication logs within your Clio account.
Are there any limitations to the Clio and Render integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires appropriate permissions for both Clio and Render accounts.
- Complex workflows may require some JavaScript knowledge for advanced data manipulation.
- Rate limits of the Clio and Render APIs may affect the frequency of data synchronization.
