Encharge and Clio Integration

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Automatically add new Encharge leads as Clio clients, or update existing Clio contacts with Encharge data. Latenode's visual editor and affordable pricing let you tailor advanced automations to your exact needs without overpaying for simple tasks.

Swap Apps

Encharge

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Encharge and Clio

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

Add the Encharge Node

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

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Encharge

Configure the Encharge

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

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Encharge

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Connect Encharge

Sign In
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Run node once

Add the Clio Node

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

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Clio

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Connect Clio

Sign In
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Run node once

Configure the Encharge 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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Clio Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Encharge 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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Webhook response

Save and Activate the Scenario

After configuring Encharge, 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 Encharge and Clio integration works as expected. Depending on your setup, data should flow between Encharge 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 Encharge and Clio

Encharge + Clio + Google Sheets: When a new person is added to Encharge, create a new contact in Clio, then add a row in Google Sheets logging the new lead for reporting purposes.

Clio + Encharge + Slack: When a new contact is created in Clio, add the person to a welcome email sequence in Encharge and notify the team on Slack about the new client.

Encharge and Clio integration alternatives

About Encharge

Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.

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.

See how Latenode works

FAQ Encharge and Clio

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

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

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

Can I automatically update Clio contacts from new Encharge leads?

Yes, you can! Latenode’s visual editor and advanced logic blocks ensure seamless data transfer, keeping your Clio contact list current and saving you valuable time.

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

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

  • Create new Clio contacts from new Encharge form submissions.
  • Update Clio client information based on Encharge email engagement.
  • Trigger Encharge email sequences when a new case is created in Clio.
  • Add Encharge leads to Clio as potential clients.
  • Synchronize custom field data between Encharge and Clio.

HowsecureisthedatasyncbetweenEnchargeandCliousingLatenode?

Latenode uses secure API connections and encryption to protect your data during synchronization between Encharge and Clio,ensuring confidentiality.

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

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

  • Historical data synchronization might require custom implementation.
  • Complex custom field mappings may require JavaScript coding.
  • API rate limits of Encharge and Clio may affect large data transfers.

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