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How to connect Clio and Youform
Create a New Scenario to Connect Clio and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Clio or Youform, 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 Youform Node
Next, click the plus (+) icon on the Clio node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Clio and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Clio and Youform (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 Youform
Youform + Clio + Google Sheets: When a new form is submitted in Youform, a new contact is created in Clio. The submission data is then added as a new row in a Google Sheet for tracking and analysis.
Youform + Clio + Slack: When a new Youform submission is received, the system checks for an indication of a legal issue. If present, a new contact is created in Clio, and a notification is sent to the legal team via Slack.
Clio and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Clio and Youform
How can I connect my Clio account to Youform using Latenode?
To connect your Clio account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Youform submissions?
Yes, you can! Latenode lets you visually map Youform data to Clio, creating new contacts instantly. This eliminates manual entry and ensures your CRM is always up-to-date, saving you time.
What types of tasks can I perform by integrating Clio with Youform?
Integrating Clio with Youform allows you to perform various tasks, including:
- Create new Clio matters from Youform submissions.
- Update Clio contact information using Youform data.
- Trigger Clio tasks when a new Youform is submitted.
- Send automated confirmation emails via Youform for Clio events.
- Generate client reports in Clio based on Youform feedback.
Can I filter Youform submissions before updating Clio with Latenode?
Yes, you can easily add filter conditions in Latenode to process only relevant Youform submissions before updating your Clio records.
Are there any limitations to the Clio and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on the API availability and limits of both apps.
- File size limits apply when transferring documents between apps.
