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How to connect Code and Clio
Create a New Scenario to Connect Code 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 Code, triggered by another scenario, or executed manually (for testing purposes). In most cases, Code or Clio will be your first step. To do this, click "Choose an app," find Code or Clio, and select the appropriate trigger to start the scenario.
Add the Code Node
Select the Code node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Code 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 Code 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 Code 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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Save and Activate the Scenario
After configuring Code, 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 Code and Clio integration works as expected. Depending on your setup, data should flow between Code 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 Code and Clio
Code + Clio + Slack: When code deployment is successful (as determined by a Code/JavaScript action), a Slack notification is sent with a link to the relevant Clio legal case, which is found by matter name using Code/JavaScript based on deployment details.
Clio + Code + Google Sheets: When a new bill is created in Clio, the billable hours are extracted. This is combined with code development time (using Code/JavaScript) and logged to a Google Sheet to track billable time versus code development effort.
Code and Clio integration alternatives
About Code
Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.
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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 Code and Clio
How can I connect my Code account to Clio using Latenode?
To connect your Code account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Code and click on "Connect".
- Authenticate your Code and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio client data from Code?
Yes, using Latenode's visual editor, you can automatically update Clio client data from Code. This ensures consistent and up-to-date information across both platforms, reducing manual data entry.
What types of tasks can I perform by integrating Code with Clio?
Integrating Code with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Code form submissions.
- Automatically generate Clio invoices based on Code project milestones.
- Trigger Code deployments when a new case is opened in Clio.
- Sync document updates between Code repositories and Clio files.
- Send automated client reports from Code analysis via Clio's email.
Can I use JavaScript to transform data between Code and Clio in Latenode?
Yes, Latenode allows you to use JavaScript code blocks to transform data between Code and Clio, enabling advanced manipulation beyond simple data mapping.
Are there any limitations to the Code and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time data synchronization depends on the API rate limits of Code and Clio.
- Initial setup might require some understanding of both Code's and Clio's data structures.
