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Automatically create Clio leads from high-performing Facebook Ads Campaign Management ads. Latenode's visual editor makes lead capture seamless, and pay-by-execution pricing ensures cost-effective scaling as your campaigns grow. Track ROI accurately by connecting ad spend to client acquisition.
Connect Facebook Ads Campaign Management and Clio in minutes with Latenode.
Create Facebook Ads Campaign Management to Clio workflow
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Facebook Ads Campaign Management
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Create a New Scenario to Connect Facebook Ads Campaign Management 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 Facebook Ads Campaign Management, triggered by another scenario, or executed manually (for testing purposes). In most cases, Facebook Ads Campaign Management or Clio will be your first step. To do this, click "Choose an app," find Facebook Ads Campaign Management or Clio, and select the appropriate trigger to start the scenario.
Add the Facebook Ads Campaign Management Node
Select the Facebook Ads Campaign Management node from the app selection panel on the right.
Facebook Ads Campaign Management
Configure the Facebook Ads Campaign Management
Click on the Facebook Ads Campaign Management node to configure it. You can modify the Facebook Ads Campaign Management 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 Facebook Ads Campaign Management node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Facebook Ads Campaign Management
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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.
Configure the Facebook Ads Campaign Management 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 Facebook Ads Campaign Management and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Facebook Ads Campaign Management
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Facebook Ads Campaign Management, 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 Facebook Ads Campaign Management and Clio integration works as expected. Depending on your setup, data should flow between Facebook Ads Campaign Management and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Facebook Ads Campaign Management + Clio + Google Sheets: Track new ad campaigns and associated client matters in Google Sheets for ROI analysis. When a new ad campaign is created, the relevant Clio matter information is added to a new row in Google Sheets, allowing for tracking of ad spend against legal case outcomes.
Clio + Facebook Ads Campaign Management + Slack: When a new matter is created in Clio, a targeted ad campaign is launched in Facebook Ads to promote the firm's services related to the matter type. The legal team is notified in Slack about the new matter and the launched campaign.
About Facebook Ads Campaign Management
Automate Facebook Ads in Latenode. Track performance, adjust budgets, and update campaigns based on real-time data from your CRM or analytics. Stop manual updates: trigger ad changes from Latenode workflows. Connect ad data to other apps, like Google Sheets, for unified reporting. Scale ad management without complex code.
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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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How can I connect my Facebook Ads Campaign Management account to Clio using Latenode?
To connect your Facebook Ads Campaign Management account to Clio on Latenode, follow these steps:
Can I automatically create Clio clients from Facebook Lead Ads?
Yes, you can! Latenode automates client creation, saving time. Use our visual editor and JavaScript blocks to ensure data is formatted correctly for Clio, even with complex lead data.
What types of tasks can I perform by integrating Facebook Ads Campaign Management with Clio?
Integrating Facebook Ads Campaign Management with Clio allows you to perform various tasks, including:
What Facebook Ads data can Latenode access for automation?
Latenode can access campaign performance, ad creative data, and lead form submissions. This allows sophisticated marketing automation within your workflows.
Are there any limitations to the Facebook Ads Campaign Management and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: