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How to connect Demio and Clio
Create a New Scenario to Connect Demio 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 Demio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Demio or Clio will be your first step. To do this, click "Choose an app," find Demio or Clio, and select the appropriate trigger to start the scenario.
Add the Demio Node
Select the Demio node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Demio 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 Demio 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 Demio 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 Demio, 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 Demio and Clio integration works as expected. Depending on your setup, data should flow between Demio 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 Demio and Clio
Demio + Clio + Slack: When a potential client attends a Demio webinar, their contact information is used to create a new contact in Clio, and a notification is sent to the legal team in Slack about the webinar attendance.
Clio + Demio + Google Calendar: When a matter's status is updated in Clio, a follow-up Demio webinar registration is created for the associated contact. A Google Calendar event is created to remind the legal team of the webinar.
Demio and Clio integration alternatives
About Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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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 Demio and Clio
How can I connect my Demio account to Clio using Latenode?
To connect your Demio account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Demio and click on "Connect".
- Authenticate your Demio and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate webinar follow-ups in Clio?
Yes, you can! Latenode lets you trigger Clio tasks from Demio events, like creating new client profiles after webinar attendance. Automate client outreach and save valuable time.
What types of tasks can I perform by integrating Demio with Clio?
Integrating Demio with Clio allows you to perform various tasks, including:
- Create a new Clio contact when someone registers for a Demio webinar.
- Add a note to a Clio client's file when they attend a Demio event.
- Update Clio contact information based on Demio webinar engagement.
- Trigger a Clio task to schedule a follow-up call after a Demio webinar.
- Send personalized thank-you emails via Clio after a Demio presentation.
How securely does Latenode manage my Demio webinar data?
Latenode employs robust encryption and security protocols to ensure your Demio and Clio data remains protected during all automation processes.
Are there any limitations to the Demio and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time data synchronization depends on API rate limits.
- Historical Demio data prior to integration might not be accessible.
