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How to connect Clio and Smsapi
Create a New Scenario to Connect Clio and Smsapi
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 Smsapi will be your first step. To do this, click "Choose an app," find Clio or Smsapi, 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 Smsapi Node
Next, click the plus (+) icon on the Clio node, select Smsapi from the list of available apps, and choose the action you need from the list of nodes within Smsapi.
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Authenticate Smsapi
Now, click the Smsapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smsapi settings. Authentication allows you to use Smsapi through Latenode.
Configure the Clio and Smsapi 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 Smsapi 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, Smsapi, 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 Smsapi integration works as expected. Depending on your setup, data should flow between Clio and Smsapi (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 Smsapi
Clio + Google Sheets: When a new matter (legal case) is created in Clio, its details are automatically added to a Google Sheet for reporting and tracking purposes.
Smsapi + Clio + Slack: When a client replies to an SMS communication logged in Clio, a notification is sent to a designated Slack channel to alert lawyers.
Clio and Smsapi 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 Smsapi
Use Smsapi in Latenode to automate SMS notifications and alerts within your workflows. Send appointment reminders, order updates, or critical alerts automatically based on triggers from your apps. Unlike basic SMS integrations, Latenode allows you to customize messages with data transformations and conditional logic, ensuring relevant and timely communication for each user, scaling with your business needs.
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See how Latenode works
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FAQ Clio and Smsapi
How can I connect my Clio account to Smsapi using Latenode?
To connect your Clio account to Smsapi 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 Smsapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for upcoming Clio appointments?
Yes, you can! Latenode allows automated SMS reminders, reducing no-shows. Use visual blocks to define the schedule, customize messages, and track delivery, improving client communication seamlessly.
What types of tasks can I perform by integrating Clio with Smsapi?
Integrating Clio with Smsapi allows you to perform various tasks, including:
- Send SMS notifications upon creation of new contacts in Clio.
- Automate SMS appointment confirmations to clients stored in Clio.
- Dispatch SMS alerts for overdue invoices tracked in Clio.
- Send welcome SMS messages to new Clio clients automatically.
- Trigger personalized SMS campaigns based on Clio contact data.
Can I filter Clio contacts based on custom fields before sending SMS?
Yes, Latenode lets you filter Clio contacts using advanced logic (including JavaScript) before sending SMS, tailoring your campaigns for maximum impact and relevance.
Are there any limitations to the Clio and Smsapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio data structures might require JavaScript transformations.
- Smsapi's SMS sending limits are dependent on your subscription plan.
- Real-time SMS delivery is subject to network and carrier conditions.
