CloudConvert and Clio Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically convert documents in CloudConvert and seamlessly upload them to Clio, ensuring all legal files are in the right format. Latenode’s visual editor and affordable pricing make managing legal document workflows easier than ever, scaling effortlessly with your firm’s needs.

Swap Apps

CloudConvert

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect CloudConvert and Clio

Create a New Scenario to Connect CloudConvert and Clio

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 CloudConvert, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudConvert or Clio will be your first step. To do this, click "Choose an app," find CloudConvert or Clio, and select the appropriate trigger to start the scenario.

Add the CloudConvert Node

Select the CloudConvert node from the app selection panel on the right.

+
1

CloudConvert

Configure the CloudConvert

Click on the CloudConvert node to configure it. You can modify the CloudConvert URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

CloudConvert

Node type

#1 CloudConvert

/

Name

Untitled

Connection *

Select

Map

Connect CloudConvert

Sign In
⏵

Run node once

Add the Clio Node

Next, click the plus (+) icon on the CloudConvert node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.

1

CloudConvert

âš™

+
2

Clio

Authenticate Clio

Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.

1

CloudConvert

âš™

+
2

Clio

Node type

#2 Clio

/

Name

Untitled

Connection *

Select

Map

Connect Clio

Sign In
⏵

Run node once

Configure the CloudConvert and Clio Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

CloudConvert

âš™

+
2

Clio

Node type

#2 Clio

/

Name

Untitled

Connection *

Select

Map

Connect Clio

Clio Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏵

Run node once

Set Up the CloudConvert and Clio 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.
5

JavaScript

âš™

6

AI Anthropic Claude 3

âš™

+
7

Clio

1

Trigger on Webhook

âš™

2

CloudConvert

âš™

âš™

3

Iterator

âš™

+
4

Webhook response

Save and Activate the Scenario

After configuring CloudConvert, Clio, 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 CloudConvert and Clio integration works as expected. Depending on your setup, data should flow between CloudConvert and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect CloudConvert and Clio

Clio + CloudConvert + Google Drive: When a new document is added to Clio, it is converted to a specified format using CloudConvert and then saved to a designated folder in Google Drive.

Clio + CloudConvert + Slack: When a new document is added to Clio, it is converted to a more accessible format using CloudConvert, and a notification is sent to the legal team via Slack.

CloudConvert and Clio integration alternatives

About CloudConvert

Need to convert files as part of your automation? Integrate CloudConvert into Latenode to automatically transform documents, images, audio, and video formats. Automate media processing workflows, optimize file sizes for storage, and ensure compatibility across platforms—all within Latenode's visual, scalable environment.

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.

See how Latenode works

FAQ CloudConvert and Clio

How can I connect my CloudConvert account to Clio using Latenode?

To connect your CloudConvert account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select CloudConvert and click on "Connect".
  • Authenticate your CloudConvert and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically convert files uploaded to Clio?

Yes, you can! With Latenode, automate file conversion upon upload to Clio. Convert documents and store converted files back, saving time and ensuring format consistency.

What types of tasks can I perform by integrating CloudConvert with Clio?

Integrating CloudConvert with Clio allows you to perform various tasks, including:

  • Automatically converting new Clio document uploads to PDF.
  • Extracting text from converted documents using AI.
  • Archiving original files after successful conversion.
  • Sending converted files as attachments in Clio emails.
  • Creating searchable PDF/A documents for compliance.

What CloudConvert features work within Latenode workflows?

Latenode supports most CloudConvert features, including format conversions, quality adjustments, and advanced settings, giving maximum control.

Are there any limitations to the CloudConvert and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large file conversions may consume significant processing time.
  • Complex workflows may require advanced Latenode plan features.
  • Integration depends on the CloudConvert and Clio API availability.

Try now