.svg){kind=icon}
How to connect Clio and Trint
Create a New Scenario to Connect Clio and Trint
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 Trint will be your first step. To do this, click "Choose an app," find Clio or Trint, 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.
+
1
Clio
Add the Trint Node
Next, click the plus (+) icon on the Clio node, select Trint from the list of available apps, and choose the action you need from the list of nodes within Trint.
1
Clio
⚙
+
2
Trint
Authenticate Trint
Now, click the Trint node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trint settings. Authentication allows you to use Trint through Latenode.
Configure the Clio and Trint 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 Trint 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Trint
1
Trigger on Webhook
⚙
2
Clio
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Trint, 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 Trint integration works as expected. Depending on your setup, data should flow between Clio and Trint (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 Trint
Trint + Slack + Clio: When a transcript is finalized in Trint (New Event), a summary message is posted to a designated Slack channel (Send Public Channel Message). A new note is then created in Clio (Create Note) associated with the relevant case, containing a link to the Trint transcript and the Slack summary.
Trint + Clio + Google Docs: Automatically create a new Google Doc (Create a New Document from Text) draft from a Trint transcript when a new event occurs (New Event). Then, save the Google Doc link and transcript details to a client's folder in Clio by creating a new note (Create Note).
Clio and Trint 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.
Related categories
About Trint
Automate audio/video transcription workflows with Trint in Latenode. Extract text, identify speakers, and analyze content directly within your automated scenarios. Route transcripts to document storage, content management systems, or AI models for sentiment analysis. Simplify media workflows and automate reporting using Latenode's visual editor and flexible data handling.
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Trint
How can I connect my Clio account to Trint using Latenode?
To connect your Clio account to Trint 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 Trint accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically transcribe recorded client calls?
Yes, you can! Latenode lets you trigger Trint transcriptions from Clio calls. Use AI blocks to summarize insights and update Clio records, saving valuable time.
What types of tasks can I perform by integrating Clio with Trint?
Integrating Clio with Trint allows you to perform various tasks, including:
- Automatically transcribing client meeting recordings stored in Clio.
- Creating summarized notes from Trint transcripts and saving them back to Clio.
- Triggering transcriptions in Trint when a new call is logged in Clio.
- Analyzing Trint transcripts for key legal terms and updating Clio fields.
- Generating reports combining data from Clio and transcript insights from Trint.
How secure is my Clio data when using the Latenode integration?
Latenode employs robust security measures, including encryption and access controls, ensuring your Clio data remains protected throughout the integration process.
Are there any limitations to the Clio and Trint integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large audio files in Trint may take time to process.
- Custom fields in Clio may require JavaScript coding to map correctly.
- The integration relies on the APIs of both Clio and Trint, and may be affected by their rate limits.
