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How to connect Clio and Scoro
Create a New Scenario to Connect Clio and Scoro
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 Scoro will be your first step. To do this, click "Choose an app," find Clio or Scoro, 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 Scoro Node
Next, click the plus (+) icon on the Clio node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
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Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the Clio and Scoro 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 Scoro 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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Clio
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Save and Activate the Scenario
After configuring Clio, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between Clio and Scoro (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 Scoro
Clio + Scoro + QuickBooks: When a bill is created in Clio, the information is sent to Scoro as a time entry to track billable hours. Once tracked in Scoro, an invoice is created in QuickBooks for billing purposes.
Clio + Scoro + Google Calendar: When a new matter is created in Clio, a corresponding task is created in Scoro for project management. The deadline of the Scoro task is then synced to Google Calendar as an event.
Clio and Scoro 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 Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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See how Latenode works
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FAQ Clio and Scoro
How can I connect my Clio account to Scoro using Latenode?
To connect your Clio account to Scoro 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 Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync client data between Clio and Scoro?
Yes, absolutely! Latenode allows seamless syncing, ensuring consistent client information across both platforms. Benefit from real-time updates and avoid data discrepancies.
What types of tasks can I perform by integrating Clio with Scoro?
Integrating Clio with Scoro allows you to perform various tasks, including:
- Automatically create Scoro projects when new matters are created in Clio.
- Sync contact information between Clio and Scoro for streamlined communication.
- Trigger invoice creation in Scoro based on completed time entries in Clio.
- Update project statuses in Scoro when matter statuses change in Clio.
- Create detailed reports combining Clio legal data with Scoro project data.
How secure is my Clio data when using Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Clio data during integration and workflow execution.
Are there any limitations to the Clio and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields might require custom JavaScript to properly map.
- Real-time syncing depends on the API rate limits of both Clio and Scoro.
- Initial data migration may require manual setup for large datasets.
