How to connect Creatomate and Clio
Create a New Scenario to Connect Creatomate 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 Creatomate, triggered by another scenario, or executed manually (for testing purposes). In most cases, Creatomate or Clio will be your first step. To do this, click "Choose an app," find Creatomate or Clio, and select the appropriate trigger to start the scenario.

Add the Creatomate Node
Select the Creatomate node from the app selection panel on the right.

Creatomate
Configure the Creatomate
Click on the Creatomate node to configure it. You can modify the Creatomate 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 Creatomate 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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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 Creatomate 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 Creatomate 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.

JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Creatomate
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Creatomate, 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 Creatomate and Clio integration works as expected. Depending on your setup, data should flow between Creatomate 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 Creatomate and Clio
Creatomate + Clio + Google Drive: When a new video render is completed in Creatomate, the file is automatically uploaded to a specific folder in Google Drive. The folder path can be dynamically determined based on the Clio client associated with the video project, allowing for organized storage of legal videos.
Clio + Creatomate + Slack: Upon creation of a new case in Clio, a promotional video is automatically generated using Creatomate. Once the video rendering is complete, a message is posted to a designated Slack channel, notifying the team about the new promotional material.
Creatomate and Clio integration alternatives
About Creatomate
Automate video creation with Creatomate in Latenode. Generate personalized videos from data: product demos, social media content, or reports. Connect Creatomate to any data source and automate complex workflows with Latenode's visual editor, JavaScript support, and flexible API. Scale video production without manual effort.
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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
FAQ Creatomate and Clio
How can I connect my Creatomate account to Clio using Latenode?
To connect your Creatomate account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Creatomate and click on "Connect".
- Authenticate your Creatomate and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate video creation when a new Clio contact is added?
Yes, you can! Latenode's visual editor makes it easy to trigger Creatomate video generation from new Clio contacts. Scale video output effortlessly using Latenode’s built-in tools.
What types of tasks can I perform by integrating Creatomate with Clio?
Integrating Creatomate with Clio allows you to perform various tasks, including:
- Automatically create personalized videos for new Clio clients.
- Generate promotional videos based on Clio case data.
- Update video project status in Creatomate from Clio tasks.
- Send video invoices to Clio contacts via automated workflows.
- Create video summaries of legal documents stored in Clio.
Can I use JavaScript with my Creatomate automations on Latenode?
Yes! Latenode's JavaScript blocks let you manipulate Creatomate data or extend functionality beyond standard no-code options.
Are there any limitations to the Creatomate and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of Creatomate and Clio APIs still apply.
- Real-time synchronization depends on the API polling interval.