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How to connect Clio and Zendesk Sell
Create a New Scenario to Connect Clio and Zendesk Sell
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 Zendesk Sell will be your first step. To do this, click "Choose an app," find Clio or Zendesk Sell, 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 Zendesk Sell Node
Next, click the plus (+) icon on the Clio node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Clio and Zendesk Sell 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 Zendesk Sell 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, Zendesk Sell, 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 Zendesk Sell integration works as expected. Depending on your setup, data should flow between Clio and Zendesk Sell (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 Zendesk Sell
Clio + Zendesk Sell + Google Sheets: When a new contact is created in Clio, a lead is created in Zendesk Sell. The lead's details, along with the Clio contact information, are then added to a Google Sheet for reporting purposes.
Zendesk Sell + Clio + Slack: When a deal is updated in Zendesk Sell, specifically when the deal status changes to closed/won, a new matter is created in Clio. A notification is then sent to a designated Slack channel to inform the legal team of the new case.
Clio and Zendesk Sell 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 Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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See how Latenode works
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FAQ Clio and Zendesk Sell
How can I connect my Clio account to Zendesk Sell using Latenode?
To connect your Clio account to Zendesk Sell 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 Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell deals from new Clio matters?
Yes, using Latenode, you can! Automatically create deals from new matters to streamline sales. Latenode's visual editor simplifies workflow creation without code and ensures accurate data transfer.
What types of tasks can I perform by integrating Clio with Zendesk Sell?
Integrating Clio with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell contacts from new Clio clients.
- Update Zendesk Sell deals when Clio matter statuses change.
- Log Clio time entries as notes in Zendesk Sell deals.
- Synchronize contact information between Clio and Zendesk Sell.
- Trigger custom notifications in Zendesk Sell when a Clio invoice is paid.
Can I customize the data transferred between Clio and Zendesk Sell?
Yes! Latenode’s flexible data mapping lets you define precisely which Clio fields transfer to Zendesk Sell, tailoring integrations to your needs.
Are there any limitations to the Clio and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio custom fields may require JavaScript for full data mapping.
- Initial data synchronization of large datasets can take time.
- Advanced reporting across both platforms might need custom solutions.
