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How to connect Clio and Streak
Create a New Scenario to Connect Clio and Streak
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 Streak will be your first step. To do this, click "Choose an app," find Clio or Streak, 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 Streak Node
Next, click the plus (+) icon on the Clio node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Clio and Streak 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 Streak 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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Clio and Streak (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 Streak
Clio + Streak + Google Sheets: When a new contact is created in Clio, a new contact is also created in Streak, and the contact information is added to a Google Sheet for reporting.
Streak + Clio + Slack: When a deal's stage changes in Streak, create a new contact in Clio and send a congratulatory message to a channel in Slack.
Clio and Streak 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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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See how Latenode works
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FAQ Clio and Streak
How can I connect my Clio account to Streak using Latenode?
To connect your Clio account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Streak boxes from new Clio clients?
Yes, using Latenode! Automatically create Streak boxes when new clients are added in Clio, ensuring seamless client management and automated sales pipeline updates, thanks to Latenode's flexible workflows.
What types of tasks can I perform by integrating Clio with Streak?
Integrating Clio with Streak allows you to perform various tasks, including:
- Create new Streak boxes when new matters are created in Clio.
- Update Streak boxes with Clio matter information automatically.
- Trigger email sequences in Streak when a Clio matter reaches a specific stage.
- Synchronize client contact information between Clio and Streak.
- Log billable hours from Clio as notes within a Streak box.
HowcanIensureclientdataconsistencybetweenClioandStreakusingLatenode?
Latenode allows two-way data sync using its visual editor. Customize workflows and JavaScript blocks, ensuring 100% data accuracy and consistency between Clio and Streak.
Are there any limitations to the Clio and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization requires custom workflow design.
- Complex conditional logic may require JavaScript coding.
- Rate limits of Clio and Streak APIs may affect high-volume workflows.
