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How to connect Clio and Systeme IO
Create a New Scenario to Connect Clio and Systeme IO
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 Systeme IO will be your first step. To do this, click "Choose an app," find Clio or Systeme IO, 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 Systeme IO Node
Next, click the plus (+) icon on the Clio node, select Systeme IO from the list of available apps, and choose the action you need from the list of nodes within Systeme IO.
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Authenticate Systeme IO
Now, click the Systeme IO node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Systeme IO settings. Authentication allows you to use Systeme IO through Latenode.
Configure the Clio and Systeme IO 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 Systeme IO 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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Systeme IO
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Systeme IO, 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 Systeme IO integration works as expected. Depending on your setup, data should flow between Clio and Systeme IO (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 Systeme IO
Systeme IO + Google Sheets + Clio: When a new event (contact sign-up) occurs in Systeme IO, the contact information is added to a Google Sheet. Subsequently, a new contact is created in Clio for legal reporting.
Systeme IO + Clio + Slack: When a new event occurs in Systeme IO, representing a client purchasing a course, a new contact is created in Clio. Subsequently, a notification is sent to the legal team via Slack for contract review.
Clio and Systeme IO 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 Systeme IO
Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.
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See how Latenode works
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FAQ Clio and Systeme IO
How can I connect my Clio account to Systeme IO using Latenode?
To connect your Clio account to Systeme IO 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 Systeme IO accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll new Clio clients in a Systeme IO course?
Yes, with Latenode! Automatically enroll new Clio clients into Systeme IO courses. Benefit from Latenode’s no-code visual editor, enhanced with JavaScript for intricate logic, ensuring a seamless automated onboarding experience.
What types of tasks can I perform by integrating Clio with Systeme IO?
Integrating Clio with Systeme IO allows you to perform various tasks, including:
- Automatically adding new Clio contacts to Systeme IO email campaigns.
- Creating Systeme IO course access upon a new successful Clio payment.
- Updating contact information in Systeme IO when it changes in Clio.
- Triggering a Systeme IO email sequence when a Clio task is completed.
- Generating Clio tasks for follow-up after a Systeme IO course completion.
How does Latenode handle data security between Clio and Systeme IO?
Latenode uses secure authentication and encryption to protect data during Clio and Systeme IO integration. You control data flow and permissions within workflows.
Are there any limitations to the Clio and Systeme IO integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on API rate limits of both apps.
- Advanced filtering options are subject to individual app capabilities.
