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How to connect Clio and Wrike
Create a New Scenario to Connect Clio and Wrike
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 Wrike will be your first step. To do this, click "Choose an app," find Clio or Wrike, 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 Wrike Node
Next, click the plus (+) icon on the Clio node, select Wrike from the list of available apps, and choose the action you need from the list of nodes within Wrike.
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Authenticate Wrike
Now, click the Wrike node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wrike settings. Authentication allows you to use Wrike through Latenode.
Configure the Clio and Wrike 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 Wrike 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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Save and Activate the Scenario
After configuring Clio, Wrike, 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 Wrike integration works as expected. Depending on your setup, data should flow between Clio and Wrike (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 Wrike
Clio + Wrike + Slack: When a new client (Contact) is added in Clio, a project (Task) is automatically created in Wrike and a notification is sent to a dedicated Slack channel.
Wrike + Clio + Google Calendar: When a task is completed in Wrike, automatically create a follow-up appointment in Google Calendar, associated to the client (Matter) in Clio.
Clio and Wrike 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 Wrike
Automate Wrike project updates and task assignments directly from other apps using Latenode. Sync data between Wrike and your CRM, database, or calendar. Create custom triggers based on project status changes and automate reporting. Latenode provides flexible integration with no-code tools or custom JavaScript, allowing you to tailor Wrike workflows without step limits.
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See how Latenode works
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FAQ Clio and Wrike
How can I connect my Clio account to Wrike using Latenode?
To connect your Clio account to Wrike 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 Wrike accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wrike tasks from new Clio matters?
Yes, you can! Latenode’s visual editor makes this simple. Automatically create tasks in Wrike when new matters are created in Clio, saving time and improving project oversight.
What types of tasks can I perform by integrating Clio with Wrike?
Integrating Clio with Wrike allows you to perform various tasks, including:
- Create Wrike tasks when new Clio matters are created.
- Update Wrike task statuses based on Clio matter progress.
- Sync Clio client data with Wrike project contacts.
- Trigger Clio actions from Wrike task completion.
- Generate Wrike reports based on Clio billing data.
How secure is connecting my Clio data with Wrike on Latenode?
Latenode employs advanced encryption and security protocols to ensure your data is protected during Clio and Wrike integration and workflow execution.
Are there any limitations to the Clio and Wrike integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on API rate limits of both Clio and Wrike.
- Historical data migration may require a separate, one-time workflow.
