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How to connect Clio and WildApricot
Create a New Scenario to Connect Clio and WildApricot
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 WildApricot will be your first step. To do this, click "Choose an app," find Clio or WildApricot, 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 WildApricot Node
Next, click the plus (+) icon on the Clio node, select WildApricot from the list of available apps, and choose the action you need from the list of nodes within WildApricot.
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Authenticate WildApricot
Now, click the WildApricot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WildApricot settings. Authentication allows you to use WildApricot through Latenode.
Configure the Clio and WildApricot 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 WildApricot 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, WildApricot, 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 WildApricot integration works as expected. Depending on your setup, data should flow between Clio and WildApricot (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 WildApricot
WildApricot + Zoom + Clio: When a new member registers in WildApricot, a Zoom meeting is automatically scheduled and then a new communication is created in Clio to track interaction with the new member.
WildApricot + Clio + Mailchimp: When a new member registers in WildApricot, a contact is created in Clio and then subscribed to a specific list in Mailchimp for targeted communications.
Clio and WildApricot 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 WildApricot
Automate WildApricot tasks inside Latenode. Sync membership data, trigger personalized emails, and update contact info across platforms. No more manual data entry or missed follow-ups. Latenode's visual editor and flexible logic nodes let you build scalable membership workflows that adapt to your needs. Benefit from no-code tools, JS scripting, and affordable execution-based pricing.
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See how Latenode works
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FAQ Clio and WildApricot
How can I connect my Clio account to WildApricot using Latenode?
To connect your Clio account to WildApricot 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 WildApricot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create WildApricot contacts from new Clio clients?
Yes, using Latenode! Automatically create new WildApricot contacts whenever a new client is added in Clio. Streamline client onboarding and ensure consistent data across both platforms.
What types of tasks can I perform by integrating Clio with WildApricot?
Integrating Clio with WildApricot allows you to perform various tasks, including:
- Sync new Clio clients as WildApricot contacts.
- Update contact information in WildApricot based on Clio updates.
- Trigger email campaigns in WildApricot for new Clio clients.
- Create Clio tasks when new WildApricot memberships are created.
- Generate reports combining data from Clio and WildApricot.
HowsecureistheCliointegrationonLatenode?
Latenode uses secure OAuth authentication and encryption to protect your Clio data during integration. Your credentials are never stored on our servers.
Are there any limitations to the Clio and WildApricot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio might require custom JavaScript for full synchronization.
- Real-time synchronization depends on API rate limits of both Clio and WildApricot.
- Attachment syncing between the two platforms requires additional configuration.
