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How to connect Clio and Wachete
Create a New Scenario to Connect Clio and Wachete
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 Wachete will be your first step. To do this, click "Choose an app," find Clio or Wachete, 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 Wachete Node
Next, click the plus (+) icon on the Clio node, select Wachete from the list of available apps, and choose the action you need from the list of nodes within Wachete.
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Authenticate Wachete
Now, click the Wachete node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wachete settings. Authentication allows you to use Wachete through Latenode.
Configure the Clio and Wachete 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 Wachete 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, Wachete, 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 Wachete integration works as expected. Depending on your setup, data should flow between Clio and Wachete (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 Wachete
Wachete + Clio + Slack: When Wachete detects a change on a court website (New Notification for Particular Wachet), the flow finds relevant matter details in Clio (List Matters), and then posts a message in Slack to notify the legal team (Send Public Channel Message) with a link to the changed content and matter information.
Wachete + Clio + Email: When Wachete detects a new regulation impacting a client (New Notification for Particular Wachet), the flow creates a task in Clio (Create Task) to address the change and then sends an email to the client (Send Email via SMTP) informing them about the update.
Clio and Wachete 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 Wachete
Use Wachete in Latenode to monitor website changes and trigger automated actions. Get notified of price drops, content updates, or competitor activity, then use Latenode to update databases, send alerts, or adjust strategies – all visually. Automate critical responses faster than ever.
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See how Latenode works
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FAQ Clio and Wachete
How can I connect my Clio account to Wachete using Latenode?
To connect your Clio account to Wachete 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 Wachete accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I monitor legal mentions using Clio & Wachete?
Yes, with Latenode! Automate alerts from Wachete for new mentions, then log them in Clio. Get instant insights, save research time, and improve client communication.
What types of tasks can I perform by integrating Clio with Wachete?
Integrating Clio with Wachete allows you to perform various tasks, including:
- Track competitor activity and log relevant updates directly into Clio.
- Monitor news articles for mentions of your firm and add them to client files.
- Receive alerts about changes to legal regulations and update Clio tasks.
- Monitor online forums for client feedback and create follow-up tasks in Clio.
- Track mentions of expert witnesses and store research directly in Clio.
How easily can I automate Clio tasks using Latenode?
Latenode simplifies automation with a visual editor, no-code blocks, JavaScript support and AI. Integrate Clio and Wachete effortlessly.
Are there any limitations to the Clio and Wachete integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Wachete's monitoring frequency depends on your subscription plan.
- Complex workflows may require JavaScript knowledge for advanced customization.
- Initial setup requires valid API keys and appropriate permissions for both apps.
