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How to connect Clio and Salesmate
Create a New Scenario to Connect Clio and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find Clio or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the Clio node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Clio and Salesmate 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 Salesmate 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, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between Clio and Salesmate (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 Salesmate
Clio + Salesmate + Google Calendar: When a new calendar entry is created in Clio, a corresponding task is created in Salesmate and then added to Google Calendar to ensure all stakeholders are aware.
Salesmate + Clio + Slack: When a deal is closed in Salesmate, a Slack notification is sent to a channel, reminding the legal team in Clio to prepare the necessary contracts.
Clio and Salesmate 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 Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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See how Latenode works
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FAQ Clio and Salesmate
How can I connect my Clio account to Salesmate using Latenode?
To connect your Clio account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesmate deals from new Clio clients?
Yes, you can! Latenode's visual editor simplifies this. Automatically creating deals ensures no potential opportunity is missed, improving sales efficiency and client management.
What types of tasks can I perform by integrating Clio with Salesmate?
Integrating Clio with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from new Clio clients automatically.
- Update Salesmate deal stages when Clio matter status changes.
- Sync Clio client information with corresponding Salesmate contact details.
- Trigger Salesmate email sequences upon new Clio matter creation.
- Log Clio billable hours as activities within Salesmate deals.
How secure is Clio data when processed using Latenode workflows?
Latenode uses advanced encryption and security protocols to ensure your Clio and Salesmate data is protected during all workflow processes.
Are there any limitations to the Clio and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Clio and Salesmate.
- Certain Clio custom fields might not be directly accessible without scripting.
