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How to connect Clio and Signnow
Create a New Scenario to Connect Clio and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Clio or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Clio node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Clio and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Clio and Signnow (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 Signnow
Clio + Signnow + Google Drive: When a case is closed in Clio, this automation retrieves the associated signed legal documents from Signnow and stores them in a specific Google Drive folder, ensuring all relevant documents are organized and accessible.
Signnow + Clio + Slack: When a contract is fully signed in Signnow, this automation retrieves the case details from Clio and notifies the relevant legal team member in Slack, providing immediate awareness of completed contracts associated with specific cases.
Clio and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Clio and Signnow
How can I connect my Clio account to Signnow using Latenode?
To connect your Clio account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send signed documents to Clio?
Yes, you can! Latenode's visual builder makes it easy. Automatically upload signed documents from Signnow to Clio, streamlining your legal document management.
What types of tasks can I perform by integrating Clio with Signnow?
Integrating Clio with Signnow allows you to perform various tasks, including:
- Automatically sending client intake forms for signature upon contact creation in Clio.
- Updating Clio contact records with signed document statuses from Signnow.
- Triggering automated workflows when a document is fully executed in Signnow.
- Creating new Clio tasks for follow-up actions based on Signnow document events.
- Storing signed documents directly within the relevant Clio case files.
How does Latenode handle Clio's API rate limits?
Latenode includes built-in rate limiting and error handling to reliably manage Clio API requests, preventing workflow disruptions and ensuring consistent data flow.
Are there any limitations to the Clio and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript code blocks.
- Custom field mappings might need manual configuration.
- Large document processing can consume significant automation credits.
