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Automatically log Facebook Messenger inquiries as new Clio leads and contacts. Latenode’s visual editor simplifies complex workflows, while affordable execution-based pricing makes scaling client communication automations easier than ever.
Connect Facebook Messenger and Clio in minutes with Latenode.
Create Facebook Messenger to Clio workflow
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Facebook Messenger
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Create a New Scenario to Connect Facebook Messenger 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 Messenger, triggered by another scenario, or executed manually (for testing purposes). In most cases, Facebook Messenger or Clio will be your first step. To do this, click "Choose an app," find Facebook Messenger or Clio, and select the appropriate trigger to start the scenario.
Add the Facebook Messenger Node
Select the Facebook Messenger node from the app selection panel on the right.
Facebook Messenger
Configure the Facebook Messenger
Click on the Facebook Messenger node to configure it. You can modify the Facebook Messenger 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 Messenger node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Facebook Messenger
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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 Messenger 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 Messenger 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 Messenger
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Facebook Messenger, 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 Messenger and Clio integration works as expected. Depending on your setup, data should flow between Facebook Messenger and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Facebook Messenger + Google Sheets + Clio: When a new message is received in Facebook Messenger, the sender's information is added as a new row in Google Sheets, and a new contact is created in Clio.
Clio + Facebook Messenger + Slack: When a new matter (case) is created in Clio, a welcome message is sent to the client via Facebook Messenger, and a notification is sent to the legal team in Slack.
About Facebook Messenger
Connect Facebook Messenger to Latenode to automate customer support or send personalized updates. Build flows to handle inbound messages, trigger actions in other apps, and route conversations intelligently. Use Latenode's visual editor and scripting tools to scale communication workflows with custom logic, without step-based pricing.
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.
Related categories
How can I connect my Facebook Messenger account to Clio using Latenode?
To connect your Facebook Messenger account to Clio on Latenode, follow these steps:
Can I create Clio contacts from new Messenger leads?
Yes, you can! Latenode lets you automate contact creation. Never miss a potential client by instantly transferring Messenger leads into Clio as new contacts, boosting your sales pipeline.
What types of tasks can I perform by integrating Facebook Messenger with Clio?
Integrating Facebook Messenger with Clio allows you to perform various tasks, including:
Can I filter message content before creating Clio contacts?
Yes! Latenode’s advanced logic blocks allow you to filter messages based on keywords or phrases, ensuring only qualified leads become Clio contacts.
Are there any limitations to the Facebook Messenger and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: