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How to connect Clio and Toggl Track
Create a New Scenario to Connect Clio and Toggl Track
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 Toggl Track will be your first step. To do this, click "Choose an app," find Clio or Toggl Track, 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 Toggl Track Node
Next, click the plus (+) icon on the Clio node, select Toggl Track from the list of available apps, and choose the action you need from the list of nodes within Toggl Track.
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Authenticate Toggl Track
Now, click the Toggl Track node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Toggl Track settings. Authentication allows you to use Toggl Track through Latenode.
Configure the Clio and Toggl Track 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 Toggl Track 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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Toggl Track
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Trigger on Webhook
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Clio
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Save and Activate the Scenario
After configuring Clio, Toggl Track, 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 Toggl Track integration works as expected. Depending on your setup, data should flow between Clio and Toggl Track (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 Toggl Track
Toggl Track + Clio + Slack: When a new time entry is created in Toggl Track, check if it is associated with a Clio case. If it is, send a message to the assigned lawyer in Slack.
Clio + Toggl Track + Google Calendar: When a new task is created in Clio, search for corresponding time estimates in Toggl Track. Then, create an event in Google Calendar based on the Clio task deadline and Toggl Track time estimates.
Clio and Toggl Track 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 Toggl Track
Track time in Toggl Track, then use Latenode to automatically log hours to project management tools or generate invoices. Pull Toggl Track data into reports and dashboards, or trigger notifications based on time entries. Automate billing and project tracking; build custom flows around your Toggl Track data.
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See how Latenode works
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FAQ Clio and Toggl Track
How can I connect my Clio account to Toggl Track using Latenode?
To connect your Clio account to Toggl Track 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 Toggl Track accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track billable hours from Clio matters in Toggl Track?
Yes, you can! Latenode lets you create automated workflows to track billable hours, saving time and ensuring accurate billing. Plus, easily add custom logic with JavaScript.
What types of tasks can I perform by integrating Clio with Toggl Track?
Integrating Clio with Toggl Track allows you to perform various tasks, including:
- Create Toggl Track projects automatically from new Clio matters.
- Log billable hours from Toggl Track to corresponding Clio matters.
- Generate detailed reports combining data from Clio and Toggl Track.
- Sync client information between Clio and Toggl Track for consistency.
- Trigger invoices in Clio based on tracked time in Toggl Track.
Can I use JavaScript to customize my Clio and Toggl Track workflows?
Yes! Latenode allows you to use JavaScript for complex logic, data transformation, and enhanced integration capabilities.
Are there any limitations to the Clio and Toggl Track integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from before the integration setup won't be automatically synced.
- Custom fields in Clio may require specific configuration for synchronization.
- The level of detail synced depends on the API capabilities of both platforms.
