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How to connect Clio and Xero
Create a New Scenario to Connect Clio and Xero
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 Xero will be your first step. To do this, click "Choose an app," find Clio or Xero, 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 Xero Node
Next, click the plus (+) icon on the Clio node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Clio and Xero 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 Xero 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, Xero, 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 Xero integration works as expected. Depending on your setup, data should flow between Clio and Xero (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 Xero
Clio + Xero + Slack: When a new contact is created in Clio, it triggers the creation of a corresponding contact in Xero. Then, a notification is sent to the accounting team in Slack.
Xero + Clio + Google Sheets: When a new payment is recorded in Xero, update the corresponding contact's payment status in Clio and record the payment details in a Google Sheet.
Clio and Xero 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 Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ Clio and Xero
How can I connect my Clio account to Xero using Latenode?
To connect your Clio account to Xero 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 Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from Clio matters?
Yes, you can! Latenode automates invoice creation from Clio matter details in Xero. Save time and ensure accurate billing with our visual workflow builder and advanced data transformations.
What types of tasks can I perform by integrating Clio with Xero?
Integrating Clio with Xero allows you to perform various tasks, including:
- Sync new Clio contacts to Xero as customers.
- Create Xero invoices from Clio matters automatically.
- Update Xero invoice statuses based on Clio payment information.
- Record Xero payments against Clio client accounts.
- Generate custom financial reports combining data from both apps.
How can I trigger workflows based on events in Clio?
Latenode lets you trigger workflows from Clio events like new matters or updated contacts. Use webhooks for real-time automation without polling.
Are there any limitations to the Clio and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Clio might require JavaScript for full synchronization.
- Historical data migration requires manual setup or batch processing.
- Real-time updates depend on the reliability of the Clio and Xero APIs.
