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How to connect Clio and Stripe
Create a New Scenario to Connect Clio and Stripe
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 Stripe will be your first step. To do this, click "Choose an app," find Clio or Stripe, 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 Stripe Node
Next, click the plus (+) icon on the Clio node, select Stripe from the list of available apps, and choose the action you need from the list of nodes within Stripe.
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Authenticate Stripe
Now, click the Stripe node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Stripe settings. Authentication allows you to use Stripe through Latenode.
Configure the Clio and Stripe 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 Stripe 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, Stripe, 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 Stripe integration works as expected. Depending on your setup, data should flow between Clio and Stripe (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 Stripe
Stripe + Clio + QuickBooks: When a new payment is received in Stripe, find the corresponding invoice in Clio using the payment data, then create a matching payment record in QuickBooks to ensure accounting accuracy.
Stripe + Clio + Slack: When a payment fails in Stripe, the flow retrieves contact information from Clio based on the customer associated with the failed payment. A notification is then sent to a dedicated Slack channel to alert the billing team.
Clio and Stripe 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 Stripe
Automate Stripe within Latenode to handle payments, subscriptions, and refunds inside your workflows. Trigger actions in other apps based on Stripe events. Manage billing cycles, send invoices, or update databases automatically. Integrate payment data with your CRM, accounting software, and more, using Latenode's flexible, no-code visual editor.
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See how Latenode works
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FAQ Clio and Stripe
How can I connect my Clio account to Stripe using Latenode?
To connect your Clio account to Stripe 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 Stripe accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Stripe invoices from new Clio matters?
Yes! Latenode lets you auto-create invoices in Stripe when new matters are created in Clio. Automate client billing and eliminate manual data entry with flexible, scalable workflows.
What types of tasks can I perform by integrating Clio with Stripe?
Integrating Clio with Stripe allows you to perform various tasks, including:
- Automatically creating Stripe customers from new Clio contacts.
- Sending payment reminders via Clio when Stripe invoices are overdue.
- Updating Clio matter status when a Stripe payment is received.
- Generating detailed financial reports combining Clio and Stripe data.
- Triggering custom notifications upon successful Stripe payments related to Clio matters.
HowsecureistheCliointegrationinLatenodeandwhatsecuritymeasuresareinplace?
Latenode employs robust security measures including encryption, secure authentication, and regular audits to ensure the safety of your data during Clio integrations.
Are there any limitations to the Clio and Stripe integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript or AI blocks.
- Historical data migration might need batch processing.
- API rate limits of Clio and Stripe still apply.
