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How to connect Clio and SOS Inventory
Create a New Scenario to Connect Clio and SOS Inventory
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 SOS Inventory will be your first step. To do this, click "Choose an app," find Clio or SOS Inventory, 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 SOS Inventory Node
Next, click the plus (+) icon on the Clio node, select SOS Inventory from the list of available apps, and choose the action you need from the list of nodes within SOS Inventory.
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Authenticate SOS Inventory
Now, click the SOS Inventory node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SOS Inventory settings. Authentication allows you to use SOS Inventory through Latenode.
Configure the Clio and SOS Inventory 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 SOS Inventory 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, SOS Inventory, 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 SOS Inventory integration works as expected. Depending on your setup, data should flow between Clio and SOS Inventory (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 SOS Inventory
Clio + SOS Inventory + QuickBooks: When a case closes in Clio, retrieve the associated client's costs from SOS Inventory and automatically generate an invoice in QuickBooks, using the client and cost information.
SOS Inventory + Clio + Slack: When stock levels are low for a product in SOS Inventory, and that product is linked to a case in Clio (via a custom field or naming convention), notify the legal team in a specific Slack channel with details of the low stock and the relevant case.
Clio and SOS Inventory 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 SOS Inventory
Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.
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FAQ Clio and SOS Inventory
How can I connect my Clio account to SOS Inventory using Latenode?
To connect your Clio account to SOS Inventory 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 SOS Inventory accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation when new matters are created?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate invoices in SOS Inventory whenever a new matter is added to Clio, streamlining your billing.
What types of tasks can I perform by integrating Clio with SOS Inventory?
Integrating Clio with SOS Inventory allows you to perform various tasks, including:
- Automatically creating invoices in SOS Inventory from Clio matters.
- Updating client contact information in SOS Inventory from Clio.
- Tracking inventory levels based on billable hours logged in Clio.
- Generating reports on legal services and related inventory usage.
- Synchronizing product or service codes between Clio and SOS Inventory.
Can I trigger workflows based on changes to Clio custom fields?
Yes, using Latenode, you can trigger workflows based on changes in Clio custom fields. Leverage JavaScript blocks for complex data transformations.
Are there any limitations to the Clio and SOS Inventory integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both Clio and SOS Inventory.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration requires manual setup.
