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How to connect Converter and Clio
Create a New Scenario to Connect Converter 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 Converter, triggered by another scenario, or executed manually (for testing purposes). In most cases, Converter or Clio will be your first step. To do this, click "Choose an app," find Converter or Clio, and select the appropriate trigger to start the scenario.
Add the Converter Node
Select the Converter node from the app selection panel on the right.
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Configure the Converter
Click on the Converter node to configure it. You can modify the Converter 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 Converter 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 Converter 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 Converter 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 Converter, 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 Converter and Clio integration works as expected. Depending on your setup, data should flow between Converter 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 Converter and Clio
Clio + Converter + Google Drive: When a new document is added to Clio, it is automatically converted to a specified format and saved in a designated Google Drive folder.
Clio + Converter + Slack: When a new note is created in Clio containing an audio file, the audio is converted to text, and the summary is sent to a designated Slack channel.
Converter and Clio integration alternatives
About Converter
Need to standardize file formats? Integrate Converter in Latenode to automatically transform documents as part of any workflow. Convert PDFs to text, images to vector graphics, and more. Automate data entry, content repurposing, or reporting pipelines with no-code ease and JavaScript customization. Stop juggling formats manually.
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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 Converter and Clio
How can I connect my Converter account to Clio using Latenode?
To connect your Converter account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Converter and click on "Connect".
- Authenticate your Converter and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio matters when a file is converted?
Yes, you can! Latenode's visual editor makes it easy to trigger updates. Automate common tasks and ensure consistent, up-to-date client information with less manual work.
What types of tasks can I perform by integrating Converter with Clio?
Integrating Converter with Clio allows you to perform various tasks, including:
- Automatically convert documents and upload them to Clio matters.
- Create new Clio contacts from converted lead information.
- Update Clio matter details based on data extracted from converted files.
- Trigger notifications in Clio when conversions are completed.
- Archive original files in a cloud storage after converting and uploading to Clio.
What file types does Converter support when integrated with Clio via Latenode?
Converter supports a wide array of file types. Latenode also extends functionality with custom JavaScript blocks for advanced file handling needs.
Are there any limitations to the Converter and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex file conversions may require additional processing time.
- The number of concurrent conversions depends on your Converter subscription level.
- Real-time status updates are subject to API availability and response times.
