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How to connect Clio and Salesforce
Create a New Scenario to Connect Clio and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Clio or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the Clio node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Clio and Salesforce 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 Salesforce 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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Save and Activate the Scenario
After configuring Clio, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Clio and Salesforce (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 Salesforce
Clio + Salesforce + Slack: When a new contact is created in Clio, a corresponding contact is created in Salesforce, and a welcome message is sent to a Slack channel.
Salesforce + Clio + QuickBooks: When a new record is created in Salesforce, a new contact is created in Clio and a customer is created in QuickBooks.
Clio and Salesforce 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 Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Clio and Salesforce
How can I connect my Clio account to Salesforce using Latenode?
To connect your Clio account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new Clio clients?
Yes, you can! Latenode's visual editor makes it simple to create this automation. Seamlessly capture new Clio client data to generate leads in Salesforce, saving your team valuable time.
What types of tasks can I perform by integrating Clio with Salesforce?
Integrating Clio with Salesforce allows you to perform various tasks, including:
- Create Salesforce opportunities when a new matter is created in Clio.
- Update contact information in Salesforce when client details change in Clio.
- Trigger email sequences in Salesforce based on Clio matter status updates.
- Generate custom reports combining data from both Clio and Salesforce.
- Automatically log Clio time entries as activities on Salesforce opportunities.
Can I use JavaScript code to enhance the Clio and Salesforce integration?
Yes! Latenode enables you to use JavaScript code for advanced transformations and custom logic, greatly extending the standard integration possibilities.
Are there any limitations to the Clio and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on the API limits of Clio and Salesforce.
- Some older or less common Clio/Salesforce fields may need custom mapping.
