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How to connect CloudTalk and Clio
Create a New Scenario to Connect CloudTalk 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 CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or Clio will be your first step. To do this, click "Choose an app," find CloudTalk or Clio, and select the appropriate trigger to start the scenario.
Add the CloudTalk Node
Select the CloudTalk node from the app selection panel on the right.
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Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the CloudTalk node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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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.
Configure the CloudTalk 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.
Set Up the CloudTalk 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.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring CloudTalk, 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 CloudTalk and Clio integration works as expected. Depending on your setup, data should flow between CloudTalk 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 CloudTalk and Clio
CloudTalk + Clio + Slack: When a new call is missed in CloudTalk, the automation will create a communication record in Clio and send a notification to a designated Slack channel, alerting legal staff for immediate follow-up.
Clio + CloudTalk + Google Calendar: When a new task is created in Clio, create a new event in Google Calendar for a scheduled phone call reminder using CloudTalk with the client.
CloudTalk and Clio integration alternatives
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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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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See how Latenode works
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FAQ CloudTalk and Clio
How can I connect my CloudTalk account to Clio using Latenode?
To connect your CloudTalk account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new CloudTalk calls?
Yes, you can! Latenode lets you automate contact creation, saving time and ensuring complete client records using CloudTalk call data synced to Clio.
What types of tasks can I perform by integrating CloudTalk with Clio?
Integrating CloudTalk with Clio allows you to perform various tasks, including:
- Create Clio contacts from new CloudTalk call recordings.
- Log CloudTalk call details as notes within Clio matters.
- Update Clio contact information based on CloudTalk activity.
- Trigger CloudTalk callbacks upon updates to Clio cases.
- Send SMS from CloudTalk based on changes in Clio tasks.
Can I use custom Javascript functions within CloudTalk flows?
Yes! Latenode's JavaScript blocks allow you to add custom logic, manipulate data, and enhance CloudTalk integrations with ease.
Are there any limitations to the CloudTalk and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both CloudTalk and Clio.
- Complex data transformations may require advanced JavaScript knowledge.
- Historical data migration between CloudTalk and Clio might require custom solutions.
