Delighted and Clio Integration

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Automatically trigger client satisfaction surveys in Delighted after cases are closed in Clio, all within Latenode’s visual editor. Effortlessly refine workflows using JavaScript and enjoy affordable pay-by-execution pricing.

Swap Apps

Delighted

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Delighted and Clio

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

Add the Delighted Node

Select the Delighted node from the app selection panel on the right.

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Delighted

Configure the Delighted

Click on the Delighted node to configure it. You can modify the Delighted URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Delighted 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.

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Configure the Delighted 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.

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Run node once

Set Up the Delighted 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 Delighted, 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 Delighted and Clio integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and Clio

Delighted + Slack + Clio: When a new negative response is received in Delighted, a message is sent to a designated Slack channel alerting the legal team. This allows for swift review of negative feedback and the potential creation of tasks or activities in Clio to address the client's concerns.

Clio + Delighted + Google Sheets: When a new contact is created in Clio, their information is added to a Google Sheet. When new feedback is received in Delighted, it's added as a new row in the same Google Sheet alongside the client's Clio data, facilitating efficient review of client feedback and contact details.

Delighted and Clio integration alternatives

About Delighted

Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.

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 Delighted and Clio

How can I connect my Delighted account to Clio using Latenode?

To connect your Delighted account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Delighted and click on "Connect".
  • Authenticate your Delighted and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger feedback surveys after a case is closed?

Yes, with Latenode! Automate Delighted surveys after case closure in Clio, ensuring timely feedback. Use visual logic or JavaScript for advanced customization, scaling insights.

What types of tasks can I perform by integrating Delighted with Clio?

Integrating Delighted with Clio allows you to perform various tasks, including:

  • Automatically triggering Delighted surveys upon case resolution in Clio.
  • Sending personalized thank-you notes in Clio based on Delighted feedback.
  • Updating client information in Clio based on survey responses.
  • Creating tasks in Clio to address negative feedback received in Delighted.
  • Aggregating survey data with client data for better insights.

HowdoIcustomizeDelightedsurveysthroughLatenodeforCliointegration?

Latenode lets you customize Delighted surveys using JavaScript or AI. Tailor questions based on Clio data for targeted, insightful feedback.

Are there any limitations to the Delighted and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration between Delighted and Clio is not directly supported.
  • Complex conditional logic may require JavaScript coding.
  • API rate limits of Delighted and Clio may impact high-volume workflows.

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