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How to connect Clio and Simplybook
Create a New Scenario to Connect Clio and Simplybook
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 Simplybook will be your first step. To do this, click "Choose an app," find Clio or Simplybook, 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 Simplybook Node
Next, click the plus (+) icon on the Clio node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
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Authenticate Simplybook
Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.
Configure the Clio and Simplybook 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 Simplybook 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, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between Clio and Simplybook (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 Simplybook
Simplybook + Clio + Zoom: When a new booking is made in Simplybook, a meeting is created in Zoom, and the meeting details are recorded as a calendar entry in Clio.
Simplybook + Clio + Google Calendar: When a new booking is made in Simplybook, a contact is created in Clio. Then, an event is added to Google Calendar to reflect the new booking.
Clio and Simplybook 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 Simplybook
Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.
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See how Latenode works
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FAQ Clio and Simplybook
How can I connect my Clio account to Simplybook using Latenode?
To connect your Clio account to Simplybook 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 Simplybook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio matters from new Simplybook appointments?
Yes, you can! Latenode allows you to automate matter creation in Clio when a new appointment is booked in Simplybook. This saves time and reduces manual data entry by syncing client info.
What types of tasks can I perform by integrating Clio with Simplybook?
Integrating Clio with Simplybook allows you to perform various tasks, including:
- Create new Clio contacts from new Simplybook clients.
- Update Clio client details when Simplybook information changes.
- Send appointment reminders from Clio based on Simplybook bookings.
- Log billable time in Clio when a Simplybook appointment concludes.
- Generate custom reports combining data from both Clio and Simplybook.
How do I handle complex data transformations between Clio and Simplybook on Latenode?
Latenode provides JavaScript code blocks and AI-powered data mapping, enabling complex transformations to ensure seamless data transfer between Clio and Simplybook.
Are there any limitations to the Clio and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual import or custom workflow design.
- Complex conditional logic may necessitate JavaScript coding within Latenode.
- Real-time synchronization depends on the API rate limits of both Clio and Simplybook.
