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How to connect Clio and ServiceM8
Create a New Scenario to Connect Clio and ServiceM8
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 ServiceM8 will be your first step. To do this, click "Choose an app," find Clio or ServiceM8, 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 ServiceM8 Node
Next, click the plus (+) icon on the Clio node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the Clio and ServiceM8 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 ServiceM8 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, ServiceM8, 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 ServiceM8 integration works as expected. Depending on your setup, data should flow between Clio and ServiceM8 (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 ServiceM8
Clio + ServiceM8 + Slack: When a new contact is added in Clio, a corresponding client is created in ServiceM8, and a notification is sent to a Slack channel.
ServiceM8 + Clio + QuickBooks: When a job is completed in ServiceM8, an invoice is created in QuickBooks, using the client's details from Clio.
Clio and ServiceM8 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 ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
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FAQ Clio and ServiceM8
How can I connect my Clio account to ServiceM8 using Latenode?
To connect your Clio account to ServiceM8 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 ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ServiceM8 jobs from new Clio matters?
Yes, you can! Latenode lets you visually map data fields, ensuring accurate job creation. Plus, use JavaScript for advanced data transformations before sending to ServiceM8.
What types of tasks can I perform by integrating Clio with ServiceM8?
Integrating Clio with ServiceM8 allows you to perform various tasks, including:
- Create new ServiceM8 clients from new Clio contacts automatically.
- Update ServiceM8 job details when a Clio matter is updated.
- Generate Clio invoices from completed ServiceM8 jobs.
- Send SMS updates to clients via ServiceM8 when a Clio matter status changes.
- Archive completed ServiceM8 jobs and link them to the relevant Clio matter.
How secure is my Clio data when using Latenode integrations?
Latenode uses secure authentication protocols to protect your data during transfers. You control data access via granular permissions.
Are there any limitations to the Clio and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Clio and ServiceM8.
- Historical data migration requires careful planning and execution.
