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How to connect Clio and Square
Create a New Scenario to Connect Clio and Square
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 Square will be your first step. To do this, click "Choose an app," find Clio or Square, 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 Square Node
Next, click the plus (+) icon on the Clio node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
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Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the Clio and Square 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 Square 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, Square, 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 Square integration works as expected. Depending on your setup, data should flow between Clio and Square (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 Square
Square + Clio + QuickBooks: When a new paid order is created in Square, a corresponding contact is created in Clio if it doesn't exist. Afterwards, a payment record is created in QuickBooks to reflect the Square transaction, referencing the Clio contact.
Square + Clio + Google Sheets: Every time a new paid order comes through Square, the details are logged as a communication in Clio. Simultaneously, a new row is added to a Google Sheet, summarizing the sales data for reporting.
Clio and Square 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 Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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See how Latenode works
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FAQ Clio and Square
How can I connect my Clio account to Square using Latenode?
To connect your Clio account to Square 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 Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square invoices from new Clio matters?
Yes, you can! Latenode’s visual editor and no-code approach allows for effortless automation, saving time and ensuring accurate billing based on your Clio data.
What types of tasks can I perform by integrating Clio with Square?
Integrating Clio with Square allows you to perform various tasks, including:
- Automatically creating Square invoices from new Clio matters.
- Updating client information in Square when it changes in Clio.
- Logging Square payments against corresponding Clio client matters.
- Generating reports on revenue collected per matter type.
- Sending payment reminders via Clio based on Square transaction data.
How secure is my client data when using the Clio integration on Latenode?
Latenode uses advanced encryption and secure protocols to ensure the confidentiality and integrity of your Clio and Square data.
Are there any limitations to the Clio and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mappings beyond standard fields may require custom JavaScript code.
- Historical data synchronization is not supported; only new or updated data is synced.
- High-volume data processing may require upgrading to a higher tier Latenode plan.
