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How to connect Clio and Tools
Create a New Scenario to Connect Clio and Tools
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 Tools will be your first step. To do this, click "Choose an app," find Clio or Tools, 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 Tools Node
Next, click the plus (+) icon on the Clio node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
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Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the Clio and Tools 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 Tools 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, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between Clio and Tools (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 Tools
Clio + Slack: When a new matter (case) is created in Clio, a notification with the matter details is sent to a designated Slack channel to inform the team.
Tools + Clio + Google Sheets: Log time entries from Tools to Clio as activities, and then save a summary of these activities in Google Sheets for reporting purposes.
Clio and Tools 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 Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
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See how Latenode works
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FAQ Clio and Tools
How can I connect my Clio account to Tools using Latenode?
To connect your Clio account to Tools 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 Tools accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log billable hours from Tools projects in Clio?
Yes, you can! Latenode's visual editor makes it simple to sync data, automating billing and saving time by removing manual entry. Scale with no-code and JS.
What types of tasks can I perform by integrating Clio with Tools?
Integrating Clio with Tools allows you to perform various tasks, including:
- Create new Clio contacts from new Tools project members automatically.
- Update Clio matter statuses when Tools project milestones are completed.
- Generate detailed Clio invoices based on tracked time in Tools.
- Sync Tools project files to Clio documents for easy access.
- Send automated email summaries via Tools based on Clio case updates.
HowsecureistheCliointegrationwithToolsonLatenode?
Latenode uses OAuth 2.0 for secure authentication. Data is encrypted in transit and at rest,ensuring compliance with security standards.
Are there any limitations to the Clio and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code.
- Real-time synchronization depends on the API rate limits of Clio and Tools.
- Custom fields in Clio and Tools might need manual mapping in Latenode.
