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How to connect Clio and Softr
Create a New Scenario to Connect Clio and Softr
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 Softr will be your first step. To do this, click "Choose an app," find Clio or Softr, 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 Softr Node
Next, click the plus (+) icon on the Clio node, select Softr from the list of available apps, and choose the action you need from the list of nodes within Softr.
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Authenticate Softr
Now, click the Softr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Softr settings. Authentication allows you to use Softr through Latenode.
Configure the Clio and Softr 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 Softr 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Softr, 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 Softr integration works as expected. Depending on your setup, data should flow between Clio and Softr (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 Softr
Clio + Google Sheets + Softr: When a bill is created in Clio, the billable hours are added to a Google Sheet. Then, Softr displays totals on a client portal based on data from the Google Sheet.
Softr + Clio + Slack: When a new user signs up via Softr, a new contact is created in Clio, and a notification is sent to the legal team in Slack.
Clio and Softr 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 Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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See how Latenode works
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FAQ Clio and Softr
How can I connect my Clio account to Softr using Latenode?
To connect your Clio account to Softr 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 Softr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Clio and Softr integration?
Yes, easily! Latenode’s visual editor and flexible logic let you automate the process, creating streamlined workflows for efficient client management across both platforms.
What types of tasks can I perform by integrating Clio with Softr?
Integrating Clio with Softr allows you to perform various tasks, including:
- Automatically creating new Softr users when a new client is added to Clio.
- Updating client information in Softr when changes are made in Clio.
- Triggering personalized email sequences in Softr based on Clio case milestones.
- Displaying Clio case data dynamically in Softr client portals.
- Syncing billing information from Clio to Softr for client access.
How secure is Clio data transferred via Latenode?
Latenode uses advanced encryption and security protocols to ensure secure Clio data transfer. Your data remains protected throughout all workflows.
Are there any limitations to the Clio and Softr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Large data volumes may impact workflow execution speed.
- Real-time data sync depends on the API limits of both Clio and Softr.
