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How to connect Clio and Supabase
Create a New Scenario to Connect Clio and Supabase
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 Supabase will be your first step. To do this, click "Choose an app," find Clio or Supabase, 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 Supabase Node
Next, click the plus (+) icon on the Clio node, select Supabase from the list of available apps, and choose the action you need from the list of nodes within Supabase.
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Authenticate Supabase
Now, click the Supabase node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Supabase settings. Authentication allows you to use Supabase through Latenode.
Configure the Clio and Supabase 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 Supabase 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, Supabase, 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 Supabase integration works as expected. Depending on your setup, data should flow between Clio and Supabase (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 Supabase
Clio + Supabase + Slack: When a new matter (case) is created in Clio, the details are backed up to a Supabase table. Subsequently, a notification is sent to a designated Slack channel to alert the legal team about the new case.
Supabase + Clio + Google Sheets: When client data is updated in Supabase, the corresponding contact record in Clio is updated to reflect these changes. A new row is added to a Google Sheet, logging the changes for auditing purposes.
Clio and Supabase 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 Supabase
Use Supabase in Latenode to automate backend tasks: store user data, manage authentication, and trigger functions based on database changes. Integrate Supabase with other services in a visual workflow. Latenode provides flexibility with no-code tools, JS scripts, and direct database connections for advanced automation scenarios.
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See how Latenode works
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FAQ Clio and Supabase
How can I connect my Clio account to Supabase using Latenode?
To connect your Clio account to Supabase 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 Supabase accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I archive closed Clio matters to Supabase automatically?
Yes, you can! Latenode's visual editor allows seamless data transfer to Supabase, archiving matters for compliance and analysis without manual exports.
What types of tasks can I perform by integrating Clio with Supabase?
Integrating Clio with Supabase allows you to perform various tasks, including:
- Backing up Clio contact data to a Supabase database.
- Creating custom reports on client activity using Supabase data.
- Triggering automated workflows based on new Clio matter statuses.
- Syncing Clio invoices with Supabase for accounting insights.
- Building a custom client portal using Supabase and Clio data.
How secure is my Clio data when using Latenode integration?
Latenode uses industry-standard encryption to protect your data during transit and at rest, ensuring secure integration between Clio and Supabase.
Are there any limitations to the Clio and Supabase integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time for large Clio accounts.
- Complex data transformations may require JavaScript knowledge.
- Supabase storage limits may affect large-scale data archiving.
