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How to connect Clio and Vitally
Create a New Scenario to Connect Clio and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Clio or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Clio node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Clio and Vitally 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 Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Clio and Vitally (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 Vitally
Clio + Vitally + Slack: When a case is closed in Clio, the automation updates the client's health score in Vitally. Then, a message is sent to the account manager in Slack.
Vitally + Clio + Google Sheets: Track client engagement in Vitally, then retrieve legal case details from Clio, and record the summary in Google Sheets.
Clio and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ Clio and Vitally
How can I connect my Clio account to Vitally using Latenode?
To connect your Clio account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger customer health score updates based on new Clio cases?
Yes! Latenode allows triggering Vitally updates from new Clio cases, ensuring your team sees the most up-to-date client health data. This helps prioritize outreach and improve client relationships.
What types of tasks can I perform by integrating Clio with Vitally?
Integrating Clio with Vitally allows you to perform various tasks, including:
- Automatically updating customer health scores in Vitally on new Clio case creation.
- Creating new Vitally users when a new client is added to Clio.
- Syncing Clio case details to Vitally for a complete client overview.
- Triggering alerts in Vitally when specific case statuses change in Clio.
- Sending tailored surveys to Clio clients based on case resolution in Vitally.
How can I customize Clio workflows within Latenode?
Latenode lets you tailor Clio workflows using JavaScript, AI blocks, and more. This lets you customize data transformation and automate edge cases.
Are there any limitations to the Clio and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration might require manual setup for large datasets.
- Real-time sync depends on the API rate limits of both Clio and Vitally.
- Complex data transformations may require JavaScript knowledge.
