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How to connect Clio and Thankster
Create a New Scenario to Connect Clio and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Clio or Thankster, 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 Thankster Node
Next, click the plus (+) icon on the Clio node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Clio and Thankster 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 Thankster 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, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Clio and Thankster (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 Thankster
Clio + Thankster + Slack: When a new contact is created in Clio, a thank you card is sent via Thankster. A notification is then sent to a Slack channel to inform the legal team about the new client and the sent card.
Clio + Thankster + Google Sheets: When a new contact is created in Clio, a thank you card is sent via Thankster. The client details from Clio and the thank you card details from Thankster are then logged in a Google Sheet for outreach tracking.
Clio and Thankster 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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ Clio and Thankster
How can I connect my Clio account to Thankster using Latenode?
To connect your Clio account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send thank you cards for new clients?
Yes, you can! Latenode lets you automate personalized Thankster cards for each new Clio client. Boost client relationships with timely, thoughtful gestures using no-code workflows.
What types of tasks can I perform by integrating Clio with Thankster?
Integrating Clio with Thankster allows you to perform various tasks, including:
- Send a thank you card when a new client is added in Clio.
- Trigger a Thankster card for specific case types in Clio.
- Send holiday cards to all active Clio clients via Thankster.
- Create personalized birthday cards based on Clio client data.
- Automate thank you card sending after a case is closed in Clio.
How can I access Clio data within my Latenode workflows?
After connecting Clio, use Latenode’s no-code blocks or JavaScript steps to easily access and manipulate any Clio data within your automations.
Are there any limitations to the Clio and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript or AI prompt steps.
- Bulk operations are subject to Clio and Thankster API rate limits.
- Custom card designs need to be created within Thankster first.
