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How to connect Clio and VideoAsk
Create a New Scenario to Connect Clio and VideoAsk
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 VideoAsk will be your first step. To do this, click "Choose an app," find Clio or VideoAsk, 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 VideoAsk Node
Next, click the plus (+) icon on the Clio node, select VideoAsk from the list of available apps, and choose the action you need from the list of nodes within VideoAsk.
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Authenticate VideoAsk
Now, click the VideoAsk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your VideoAsk settings. Authentication allows you to use VideoAsk through Latenode.
Configure the Clio and VideoAsk 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 VideoAsk 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, VideoAsk, 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 VideoAsk integration works as expected. Depending on your setup, data should flow between Clio and VideoAsk (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 VideoAsk
Clio + VideoAsk + Slack: When a new matter is created in Clio, a VideoAsk is automatically sent to the client to gather initial information. The legal team is then notified via Slack.
VideoAsk + Clio + Google Sheets: When a new reply is received in VideoAsk, the respondent's information is used to update the corresponding contact in Clio, and the interaction details are logged in a Google Sheet.
Clio and VideoAsk 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 VideoAsk
Embed VideoAsk into Latenode workflows to automate personalized communication based on user responses. Trigger actions based on answers, update databases, or send tailored follow-ups. Connect human interaction with back-end systems for more engaging and automated processes, all without complex coding, thanks to Latenode's visual interface.
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FAQ Clio and VideoAsk
How can I connect my Clio account to VideoAsk using Latenode?
To connect your Clio account to VideoAsk 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 VideoAsk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new VideoAsk responses?
Yes, you can! Latenode allows you to automatically create Clio contacts from new VideoAsk responses, saving time and ensuring complete client data. Enhance this process with AI-powered data extraction.
What types of tasks can I perform by integrating Clio with VideoAsk?
Integrating Clio with VideoAsk allows you to perform various tasks, including:
- Create new Clio contacts from VideoAsk submissions automatically.
- Send personalized VideoAsk follow-ups based on Clio matter status.
- Log VideoAsk responses as notes within Clio matters.
- Trigger VideoAsk surveys when a new Clio client is created.
- Update Clio contact information based on VideoAsk answers.
Can I use custom JavaScript with my Clio integration on Latenode?
Yes, you can! Latenode allows you to incorporate custom JavaScript code for more complex data transformations and logic, surpassing basic integrations.
Are there any limitations to the Clio and VideoAsk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large volumes of data processing may impact workflow execution time.
- Real-time updates are subject to API rate limits of both apps.
