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How to connect Cloze and Clio
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Clio will be your first step. To do this, click "Choose an app," find Cloze or Clio, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Clio integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Clio
Cloze + Clio + Google Sheets: When a new communication record is added in Cloze, create a corresponding communication record in Clio and add a row to a Google Sheet to track client interactions.
Clio + Cloze + Slack: When a new matter (case) is created in Clio, create a contact in Cloze and notify the legal team in Slack about the new case.
Cloze and Clio integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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FAQ Cloze and Clio
How can I connect my Cloze account to Clio using Latenode?
To connect your Cloze account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Clio?
Yes, with Latenode you can automatically sync new Cloze contacts to Clio, ensuring your client information is always up-to-date across platforms. Save time and avoid manual data entry!
What types of tasks can I perform by integrating Cloze with Clio?
Integrating Cloze with Clio allows you to perform various tasks, including:
- Automatically create Clio contacts from new Cloze leads.
- Sync Cloze meeting notes to Clio project files.
- Update Clio client details based on Cloze activity.
- Trigger Clio tasks when deals reach certain stages in Cloze.
- Centralize contact data across sales and legal workflows.
How secure is my Cloze data on Latenode?
Latenode employs industry-standard security protocols to ensure your Cloze data is encrypted and protected at all times.
Are there any limitations to the Cloze and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration might require manual intervention.
- Real-time sync depends on the API limits of Cloze and Clio.
- Complex custom fields might need custom JavaScript mapping.
