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How to connect Clio and Textmagic
Create a New Scenario to Connect Clio and Textmagic
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 Textmagic will be your first step. To do this, click "Choose an app," find Clio or Textmagic, 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 Textmagic Node
Next, click the plus (+) icon on the Clio node, select Textmagic from the list of available apps, and choose the action you need from the list of nodes within Textmagic.
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Authenticate Textmagic
Now, click the Textmagic node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Textmagic settings. Authentication allows you to use Textmagic through Latenode.
Configure the Clio and Textmagic 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 Textmagic 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, Textmagic, 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 Textmagic integration works as expected. Depending on your setup, data should flow between Clio and Textmagic (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 Textmagic
Clio + Textmagic + Google Calendar: When a new calendar entry is created in Clio, a text message reminder is sent via Textmagic. A corresponding event is then created in Google Calendar to log the reminder.
Textmagic + Clio + Slack: When a client replies to a Textmagic SMS message, the message is logged as a communication in Clio for the relevant contact. A notification with the message content is then sent to a designated Slack channel.
Clio and Textmagic 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 Textmagic
Use Textmagic in Latenode to automate SMS marketing and notifications. Send personalized texts based on triggers in your CRM or database. Create automated workflows for appointment reminders, order updates, and more. Latenode lets you orchestrate SMS campaigns with data enrichment and routing — code-free.
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See how Latenode works
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FAQ Clio and Textmagic
How can I connect my Clio account to Textmagic using Latenode?
To connect your Clio account to Textmagic 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 Textmagic accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for upcoming Clio appointments?
Yes, using Latenode, connect Clio to Textmagic to send automated SMS reminders for upcoming appointments. Reduce no-shows and improve client communication with this powerful automation!
What types of tasks can I perform by integrating Clio with Textmagic?
Integrating Clio with Textmagic allows you to perform various tasks, including:
- Send SMS notifications upon creation of a new matter in Clio.
- Automatically send thank-you SMS messages to new Clio clients.
- Update Textmagic contacts when client details are changed in Clio.
- Create personalized SMS campaigns based on Clio client data.
- Send appointment reminders via SMS for events scheduled in Clio.
HowcanIautomaticallytriggerTextmagicSMSfromnewClioentries?
Latenode lets you trigger Textmagic SMS from new Clio entries using webhooks and visual logic. Use no-code or JavaScript for advanced message personalization.
Are there any limitations to the Clio and Textmagic integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of both Clio and Textmagic APIs apply.
- Real-time synchronization depends on API availability and polling intervals.
