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How to connect Clio and Typeform
Create a New Scenario to Connect Clio and Typeform
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 Typeform will be your first step. To do this, click "Choose an app," find Clio or Typeform, 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 Typeform Node
Next, click the plus (+) icon on the Clio node, select Typeform from the list of available apps, and choose the action you need from the list of nodes within Typeform.
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Authenticate Typeform
Now, click the Typeform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Typeform settings. Authentication allows you to use Typeform through Latenode.
Configure the Clio and Typeform 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 Typeform 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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Save and Activate the Scenario
After configuring Clio, Typeform, 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 Typeform integration works as expected. Depending on your setup, data should flow between Clio and Typeform (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 Typeform
Typeform + Slack + Clio: When a client submits a form, a Slack notification is sent to the assigned attorney, and a new contact is created in Clio.
Typeform + Clio + Google Calendar: New form submissions automatically create client entries in Clio and schedule initial consultations in Google Calendar.
Clio and Typeform 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 Typeform
Capture leads and feedback with Typeform, then instantly pipe that data into Latenode for automated processing. Update databases, trigger email sequences, or send notifications. Use Latenode's visual builder to create custom workflows triggered by Typeform submissions. Extend with AI, JavaScript, and more.
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See how Latenode works
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FAQ Clio and Typeform
How can I connect my Clio account to Typeform using Latenode?
To connect your Clio account to Typeform 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 Typeform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Clio and Typeform?
Yes, you can! Latenode enables streamlined client onboarding by triggering Clio actions from Typeform submissions, saving time and ensuring data consistency across platforms.
What types of tasks can I perform by integrating Clio with Typeform?
Integrating Clio with Typeform allows you to perform various tasks, including:
- Automatically creating new contacts in Clio from Typeform survey responses.
- Generating Clio tasks based on client feedback submitted through Typeform.
- Updating client information in Clio when a Typeform is submitted.
- Sending personalized follow-up emails via Clio after Typeform completion.
- Triggering specific Clio workflows based on Typeform response criteria.
How secure is my Clio data when using Latenode?
Latenode employs industry-standard security measures to protect your Clio data, including encryption and secure authentication protocols.
Are there any limitations to the Clio and Typeform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript for advanced customization.
- File uploads from Typeform to Clio have size limits based on both platforms.
- Real-time synchronization depends on the API rate limits of Clio and Typeform.
