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How to connect Clio and Smartsheet
Create a New Scenario to Connect Clio and Smartsheet
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 Smartsheet will be your first step. To do this, click "Choose an app," find Clio or Smartsheet, 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 Smartsheet Node
Next, click the plus (+) icon on the Clio node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Clio and Smartsheet 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 Smartsheet 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, Smartsheet, 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 Smartsheet integration works as expected. Depending on your setup, data should flow between Clio and Smartsheet (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 Smartsheet
Clio + Smartsheet + Slack: When a task is updated in Clio, this automation updates the corresponding row in Smartsheet to reflect the new status. A Slack message is then sent to a designated channel, notifying the team of the update.
Smartsheet + Clio + Google Calendar: When a new event occurs in Smartsheet (row added/updated), this automation creates a corresponding event in Google Calendar, linking to relevant Clio project milestones.
Clio and Smartsheet 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 Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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See how Latenode works
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FAQ Clio and Smartsheet
How can I connect my Clio account to Smartsheet using Latenode?
To connect your Clio account to Smartsheet 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 Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Smartsheet with new Clio clients?
Yes, you can! Latenode's visual editor makes it easy to sync Clio client data to Smartsheet, ensuring your project sheets are always up-to-date with the latest client information, saving time and preventing errors.
What types of tasks can I perform by integrating Clio with Smartsheet?
Integrating Clio with Smartsheet allows you to perform various tasks, including:
- Automatically creating new Smartsheet rows for each new Clio matter.
- Updating Smartsheet project timelines when Clio matter deadlines change.
- Tracking billable hours from Clio in a Smartsheet budget spreadsheet.
- Generating reports in Smartsheet based on Clio client data.
- Syncing contact information between Clio and a Smartsheet contact list.
How secure is my Clio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Clio data throughout the integration process.
Are there any limitations to the Clio and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code for advanced customization.
- Real-time, sub-second synchronization depends on API rate limits of both services.
- Initial data import may be subject to API throttling; larger datasets may need batching.
