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How to connect Contacts+ and Clio
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Clio will be your first step. To do this, click "Choose an app," find Contacts+ or Clio, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Clio integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Clio
Contacts+ + Clio + Google Sheets: When a new contact is added in Contacts+, create a corresponding contact in Clio and then add the contact's information as a new row in a Google Sheet.
Clio + Contacts+ + Slack: When a contact is updated in Clio, update the corresponding contact in Contacts+ and send a message to a Slack channel with the updated contact's information.
Contacts+ and Clio integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Clio
How can I connect my Contacts+ account to Clio using Latenode?
To connect your Contacts+ account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Contacts+ contacts to Clio?
Yes, you can! Latenode lets you automatically sync new Contacts+ contacts to Clio, saving time. Use visual logic to filter and format data as needed.
What types of tasks can I perform by integrating Contacts+ with Clio?
Integrating Contacts+ with Clio allows you to perform various tasks, including:
- Create new Clio contacts from new Contacts+ entries.
- Update Clio contact information when Contacts+ is updated.
- Add notes to Clio matters from Contacts+ contact notes.
- Trigger Clio tasks based on Contacts+ contact events.
- Search for existing contacts in Clio when adding to Contacts+.
HowsecureistheContacts+CliointegrationonLatenode?
Latenode employs robust security measures, including encryption and access controls, to protect your data during the Contacts+ and Clio integration process.
Are there any limitations to the Contacts+ and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Contacts+ and Clio APIs may affect performance.
- Custom fields in Contacts+ might need manual mapping to Clio.
