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How to connect Clio and Vapi
Create a New Scenario to Connect Clio and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Clio or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Clio node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
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Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Clio and Vapi 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 Vapi 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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Clio
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Save and Activate the Scenario
After configuring Clio, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Clio and Vapi (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 Vapi
Clio + Vapi + Google Calendar: When a new calendar entry is created in Clio, Vapi creates an outbound phone call as a reminder before the event, and Google Calendar creates an event to reflect the reminder call.
Vapi + Clio + Slack: When a call is created via Vapi, this automation finds the relevant information in Clio, and sends a Slack message to a specified channel with details about the completed call, including client information.
Clio and Vapi 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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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FAQ Clio and Vapi
How can I connect my Clio account to Vapi using Latenode?
To connect your Clio account to Vapi 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 Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Vapi voice campaigns from new Clio clients?
Yes! Latenode’s visual editor makes it simple to trigger Vapi campaigns when a new client is added in Clio. This saves time and ensures consistent client communication.
What types of tasks can I perform by integrating Clio with Vapi?
Integrating Clio with Vapi allows you to perform various tasks, including:
- Automatically trigger SMS updates to clients based on Clio case milestones.
- Create personalized Vapi voice messages for new Clio leads.
- Sync contact information between Clio and Vapi for unified communication.
- Send automated payment reminders via Vapi based on Clio invoice statuses.
- Generate call reports in Clio based on Vapi call logs.
Can I use custom JavaScript code to process Clio data in Latenode?
Yes, Latenode allows you to use JavaScript to transform Clio data before using it in Vapi, providing unparalleled flexibility.
Are there any limitations to the Clio and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on Clio and Vapi API availability.
- Initial setup requires authentication and permission granting for both apps.
