.svg){kind=icon}
How to connect Clio and Tamtam
Create a New Scenario to Connect Clio and Tamtam
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 Tamtam will be your first step. To do this, click "Choose an app," find Clio or Tamtam, 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.
+
1
Clio
Add the Tamtam Node
Next, click the plus (+) icon on the Clio node, select Tamtam from the list of available apps, and choose the action you need from the list of nodes within Tamtam.
1
Clio
âš™
+
2
Tamtam
Authenticate Tamtam
Now, click the Tamtam node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tamtam settings. Authentication allows you to use Tamtam through Latenode.
Configure the Clio and Tamtam 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 Tamtam 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Tamtam
1
Trigger on Webhook
âš™
2
Clio
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Tamtam, 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 Tamtam integration works as expected. Depending on your setup, data should flow between Clio and Tamtam (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 Tamtam
Clio + Tamtam + Slack: When a new case (matter) is created in Clio, a notification is sent to a specific Tamtam chat, and a relevant Slack channel message is also sent to keep everyone informed.
Tamtam + Clio + Google Calendar: When a new message is posted to a Tamtam channel indicating a meeting request, an event is automatically created in Google Calendar, and a related task is created in Clio to track any follow-up actions needed.
Clio and Tamtam 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.
Related categories
About Tamtam
Use Tamtam in Latenode to automate messaging tasks. Send alerts, notifications, or updates based on triggers from other apps. Build workflows to distribute information automatically. Tamtam integration in Latenode avoids manual message sending, saving time. Plus, customize messaging flows with JS or AI for targeted and personalized comms.
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Tamtam
How can I connect my Clio account to Tamtam using Latenode?
To connect your Clio account to Tamtam 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 Tamtam accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Tamtam notifications for new Clio clients?
Yes, you can! Latenode allows real-time triggers, so new Clio clients instantly trigger Tamtam notifications. Stay informed without manual checks, leveraging Latenode’s speed and automation.
What types of tasks can I perform by integrating Clio with Tamtam?
Integrating Clio with Tamtam allows you to perform various tasks, including:
- Send Tamtam messages when a new case is created in Clio.
- Create Clio contacts from new Tamtam group members.
- Post daily summaries of Clio tasks in a Tamtam channel.
- Trigger Clio task creation from Tamtam messages.
- Archive completed Clio matters and notify a Tamtam group.
HowsecureistheCliointegrationonLatenodewithsensitiveclientdata?
Latenode uses secure OAuth for Clio, ensuring your client data is protected. Plus, Latenode offers advanced encryption and compliance features.
Are there any limitations to the Clio and Tamtam integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on the APIs' polling intervals.
- Large file transfers between apps may impact workflow speed.
