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How to connect Clio and SmartSuite
Create a New Scenario to Connect Clio and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Clio or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Clio node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Clio and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Clio and SmartSuite (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 SmartSuite
SmartSuite + Clio + Google Calendar: When a new task is created in SmartSuite, find the related case in Clio and then create a calendar event in Google Calendar, using the task details and the case information to populate the event.
Clio + SmartSuite + Slack: When a new case is created in Clio, find the corresponding project record in SmartSuite. Then, send a notification in Slack to a designated channel, informing the team about the new case and linking to the related project in SmartSuite.
Clio and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Clio and SmartSuite
How can I connect my Clio account to SmartSuite using Latenode?
To connect your Clio account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create SmartSuite tasks from new Clio matters?
Yes, you can! Latenode lets you visually map Clio matter details to SmartSuite fields. This ensures consistent task creation and reduces manual data entry using our no-code interface.
What types of tasks can I perform by integrating Clio with SmartSuite?
Integrating Clio with SmartSuite allows you to perform various tasks, including:
- Create new SmartSuite projects when a new client is added in Clio.
- Update SmartSuite task statuses based on changes in Clio matter stages.
- Automatically log billable hours from Clio into SmartSuite time tracking.
- Sync client contact information between Clio and SmartSuite for consistency.
- Generate reports in SmartSuite using data pulled from Clio billing records.
What Clio data can Latenode access for integrations?
Latenode can access matter details, client information, billing records, time entries, and more via the Clio API. Our AI-powered data mapping handles different formats.
Are there any limitations to the Clio and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires administrator access to both Clio and SmartSuite.
- Complex workflows with very high data volumes might require JavaScript optimization.
- Real-time synchronization depends on the API rate limits of Clio and SmartSuite.
