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How to connect Docparser and Clio
Create a New Scenario to Connect Docparser 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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or Clio will be your first step. To do this, click "Choose an app," find Docparser or Clio, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
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Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser 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 Docparser 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 Docparser 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 Docparser 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 Docparser, 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 Docparser and Clio integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Clio
Docparser + Clio + Google Sheets: When a document is parsed in Docparser, relevant data is extracted to update contact information in Clio. Changes are logged in Google Sheets for auditing and tracking purposes.
Clio + Docparser + Slack: When a contact is updated in Clio, trigger Docparser to fetch and process associated documents. Afterward, send a notification with document processing details to a designated Slack channel for the legal team's review.
Docparser and Clio integration alternatives
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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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 Docparser and Clio
How can I connect my Docparser account to Clio using Latenode?
To connect your Docparser account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from parsed invoices?
Yes, you can! Latenode lets you parse invoice data with Docparser, then instantly create new contacts in Clio. Benefit from no-code workflows and custom logic for total automation.
What types of tasks can I perform by integrating Docparser with Clio?
Integrating Docparser with Clio allows you to perform various tasks, including:
- Automatically create new Clio matters from parsed client intake forms.
- Update client contact information in Clio based on data from parsed documents.
- Generate detailed invoices in Clio using data extracted from Docparser.
- Trigger Clio tasks based on document status changes detected by Docparser.
- Archive parsed documents in Clio linked to the relevant client matter.
How secure is my Docparser data when using Latenode integrations?
Latenode uses secure connections and encryption to protect your data during Docparser and Clio integrations. Your data's safety is our priority.
Are there any limitations to the Docparser and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document structures may require advanced configuration in Docparser.
- Rate limits imposed by Docparser and Clio may affect high-volume workflows.
- Custom fields in Clio need to be mapped correctly during the integration setup.
