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How to connect Clio and Userback
Create a New Scenario to Connect Clio and Userback
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 Userback will be your first step. To do this, click "Choose an app," find Clio or Userback, 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 Userback Node
Next, click the plus (+) icon on the Clio node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
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Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Clio and Userback 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 Userback 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, Userback, 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 Userback integration works as expected. Depending on your setup, data should flow between Clio and Userback (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 Userback
Userback + Clio + Slack: When new client feedback is created in Userback, find the relevant case in Clio based on shared information (e.g., client name or case ID in the feedback title or description). Then, send a Slack notification to a designated channel, including a link to the feedback and the Clio case.
Userback + Clio + Google Sheets: When new client feedback is created in Userback, find the relevant case in Clio based on the client or matter. Then, log the Userback feedback details (e.g., feedback ID, client name, feedback text, link to feedback) along with the associated Clio case information (e.g., matter ID, matter description) into a Google Sheet for tracking and analysis.
Clio and Userback 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 Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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See how Latenode works
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FAQ Clio and Userback
How can I connect my Clio account to Userback using Latenode?
To connect your Clio account to Userback 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 Userback accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Userback feedback items from new Clio matters?
Yes, you can! Latenode allows you to trigger Userback feedback creation from new Clio matters. Benefit from immediate client feedback, improving matter outcomes.
What types of tasks can I perform by integrating Clio with Userback?
Integrating Clio with Userback allows you to perform various tasks, including:
- Automatically create Userback tickets for new Clio client feedback.
- Sync client contact information between Clio and Userback.
- Trigger email notifications in Clio based on Userback feedback scores.
- Create tasks in Clio based on negative feedback received in Userback.
- Analyze feedback trends in Userback related to specific Clio matters.
What Clio data can I access through Latenode integrations?
Latenode allows access to matters, contacts, documents, communications, and billing information from your Clio account.
Are there any limitations to the Clio and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data prior to integration setup will not automatically sync.
- Complex custom fields in Clio may require custom mapping using JavaScript.
- Rate limits imposed by Clio and Userback may affect high-volume workflows.
