.svg){kind=icon}
How to connect Clio and Wave
Create a New Scenario to Connect Clio and Wave
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 Wave will be your first step. To do this, click "Choose an app," find Clio or Wave, 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.
+
1
Clio
Add the Wave Node
Next, click the plus (+) icon on the Clio node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
1
Clio
âš™
+
2
Wave
Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Clio and Wave 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 Wave 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Wave
1
Trigger on Webhook
âš™
2
Clio
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between Clio and Wave (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 Wave
Clio + Wave + Slack: When a new contact is added in Clio, automatically create a customer in Wave and notify the accounting team in Slack about the new client.
Wave + Clio + Google Sheets: When an invoice is paid in Wave, update the contact's record in Clio and log the transaction in Google Sheets for record-keeping and analysis.
Clio and Wave 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.
Related categories
About Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Wave
How can I connect my Clio account to Wave using Latenode?
To connect your Clio account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Wave from new Clio clients?
Yes, you can! Latenode's visual editor and advanced logic let you automatically trigger Wave invoice creation from new Clio client entries, saving time and reducing errors.
What types of tasks can I perform by integrating Clio with Wave?
Integrating Clio with Wave allows you to perform various tasks, including:
- Automatically creating Wave invoices from new Clio matters.
- Syncing Clio client data with Wave customer records.
- Generating financial reports in Wave based on Clio revenue.
- Tracking billable hours in Clio and updating them in Wave.
- Creating project-based invoices in Wave from Clio project data.
What kind of Clio data can I access within Latenode workflows?
You can access client details, matter information, billing data, time entries, and more, allowing powerful automation combining no-code and JavaScript.
Are there any limitations to the Clio and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex, custom fields may need advanced parsing.
- Real-time synchronization depends on API request limits.
