.svg){kind=icon}
How to connect Confluence and Clio
Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Clio will be your first step. To do this, click "Choose an app," find Confluence or Clio, and select the appropriate trigger to start the scenario.
Add the Confluence Node
Select the Confluence node from the app selection panel on the right.
+
1
Confluence
Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence 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 Confluence node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
1
Confluence
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.
Configure the Confluence 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 Confluence 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
Confluence
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Confluence, 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 Confluence and Clio integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Clio
Clio + Confluence + Slack: When a new contact is added to Clio, create a corresponding page in Confluence for documentation. Then, notify the legal team in a designated Slack channel about the new client page.
Clio + Confluence + Google Calendar: When a new contact is added in Clio and a new document is created in Confluence, create an event in Google Calendar to schedule a meeting with the new client.
Confluence and Clio integration alternatives
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Confluence and Clio
How can I connect my Confluence account to Clio using Latenode?
To connect your Confluence account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Confluence and click on "Connect".
- Authenticate your Confluence and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Confluence pages from new Clio matters?
Yes, you can! Latenode allows automated workflows for seamless data transfer. Streamline documentation, reduce manual entry, and ensure consistent project tracking across platforms.
What types of tasks can I perform by integrating Confluence with Clio?
Integrating Confluence with Clio allows you to perform various tasks, including:
- Automatically creating Confluence pages for new Clio matters.
- Updating Confluence pages when matter details change in Clio.
- Generating reports in Confluence using data from Clio.
- Creating tasks in Clio based on comments in Confluence pages.
- Syncing client contact information between Confluence and Clio.
Can I use JavaScript code to enhance the Confluence integration?
Yes! Latenode supports custom JavaScript blocks for advanced data manipulation, extending the integration's capabilities beyond simple data transfer.
Are there any limitations to the Confluence and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on API availability and rate limits.
- Initial setup requires understanding of both Confluence and Clio APIs.
