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How to connect Clio and TidyCal
Create a New Scenario to Connect Clio and TidyCal
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 TidyCal will be your first step. To do this, click "Choose an app," find Clio or TidyCal, 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 TidyCal Node
Next, click the plus (+) icon on the Clio node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.
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Authenticate TidyCal
Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.
Configure the Clio and TidyCal 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 TidyCal 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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TidyCal
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Trigger on Webhook
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Clio
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Save and Activate the Scenario
After configuring Clio, TidyCal, 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 TidyCal integration works as expected. Depending on your setup, data should flow between Clio and TidyCal (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 TidyCal
TidyCal + Clio + Zoom: When a new booking is created in TidyCal, a new contact is created in Clio and a Zoom meeting is scheduled, automatically associating the meeting with the client's contact information in Clio.
TidyCal + Clio + Google Sheets: Upon a new booking in TidyCal, the details of the consultation are added as a contact in Clio and logged into a specified Google Sheet for tracking and reporting purposes.
Clio and TidyCal 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 TidyCal
TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.
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See how Latenode works
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FAQ Clio and TidyCal
How can I connect my Clio account to TidyCal using Latenode?
To connect your Clio account to TidyCal 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 TidyCal accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new TidyCal bookings?
Yes, you can! Latenode allows you to automate contact creation in Clio whenever a new booking is made in TidyCal. This saves time and ensures accurate contact information using flexible no-code blocks.
What types of tasks can I perform by integrating Clio with TidyCal?
Integrating Clio with TidyCal allows you to perform various tasks, including:
- Create Clio contacts when new TidyCal appointments are scheduled.
- Update Clio client details based on TidyCal booking information changes.
- Send automated reminders via TidyCal for Clio case deadlines.
- Generate Clio tasks from specific TidyCal appointment types.
- Track TidyCal appointment revenue against Clio client billing.
Can I use JavaScript to transform data between Clio and TidyCal?
Yes, Latenode supports custom JavaScript code. This lets you tailor data mapping between Clio and TidyCal for specific needs, like formatting dates or combining fields.
Are there any limitations to the Clio and TidyCal 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 Clio and TidyCal APIs may affect high-volume workflows.
- Initial setup requires authenticating both Clio and TidyCal accounts.
