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How to connect Docusign and Clio
Create a New Scenario to Connect Docusign 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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Clio will be your first step. To do this, click "Choose an app," find Docusign or Clio, and select the appropriate trigger to start the scenario.
Add the Docusign Node
Select the Docusign node from the app selection panel on the right.
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Configure the Docusign
Click on the Docusign node to configure it. You can modify the Docusign 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 Docusign 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 Docusign 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 Docusign 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 Docusign, 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 Docusign and Clio integration works as expected. Depending on your setup, data should flow between Docusign 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 Docusign and Clio
Docusign + Clio + Google Sheets: When a contract is signed in Docusign, extract relevant data and update the corresponding client details in Clio. Then, log the contract details and client information in a Google Sheets spreadsheet for tracking and reporting.
Clio + Docusign + QuickBooks: When a case is closed in Clio, automatically send a payment request to the client via Docusign using a predefined template. Upon successful signature, create an invoice in QuickBooks for the requested payment.
Docusign and Clio integration alternatives
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
Related categories
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 Docusign and Clio
How can I connect my Docusign account to Clio using Latenode?
To connect your Docusign account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docusign and click on "Connect".
- Authenticate your Docusign and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio when a Docusign agreement is completed?
Yes, you can! Latenode's visual editor makes it easy to trigger Clio updates upon Docusign agreement completion, streamlining your legal workflows with real-time data sync.
What types of tasks can I perform by integrating Docusign with Clio?
Integrating Docusign with Clio allows you to perform various tasks, including:
- Automatically updating client contact information in Clio after a Docusign form is signed.
- Creating a new Clio task when a Docusign agreement reaches a specific stage.
- Generating Docusign envelopes directly from within Clio using client data.
- Archiving signed Docusign documents within Clio's document management system.
- Sending automated email notifications to clients when a Docusign is fully executed.
HowsecureistheDocusignandCliointegrationonLatenodeplatform?
Latenode uses robust security measures, including encryption and secure authentication, to protect your data during Docusign and Clio integration workflows.
Are there any limitations to the Docusign and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- File size limits may apply when transferring documents between Docusign and Clio.
- Real-time synchronization depends on the API rate limits of both Docusign and Clio.
- Advanced Docusign features may require custom JavaScript coding within Latenode.
