Fibery and Clio Integration

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Connect Fibery to Clio and automate legal project tracking. With Latenode, build custom workflows, use JavaScript for advanced logic, and pay only for execution time, making complex legal automations scalable and affordable.

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Fibery

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Fibery and Clio

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

Add the Fibery Node

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

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Fibery

Configure the Fibery

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

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Connect Fibery

Sign In
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Run node once

Add the Clio Node

Next, click the plus (+) icon on the Fibery 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

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Run node once

Configure the Fibery 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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The action ID

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Run node once

Set Up the Fibery 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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Save and Activate the Scenario

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

Fibery + Clio + Slack: When a Fibery entity is updated, create a task in Clio related to the entity. Then, send a message in Slack to a specific channel to notify team members about the update and the new task in Clio.

Fibery + Clio + Google Calendar: When a new entity is created in Fibery, create a new task in Clio and a corresponding event in Google Calendar to track deadlines.

Fibery and Clio integration alternatives

About Fibery

Sync Fibery's structured data—tasks, projects, wikis—into Latenode for automated workflows. Trigger actions like sending notifications on status changes or updating other tools. Latenode adds logic and integrations Fibery lacks, building complex flows with no code. Automate cross-functional workflows beyond Fibery's native capabilities.

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 Fibery and Clio

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

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

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

Can I automatically create Clio matters from new Fibery features?

Yes, you can! Latenode's visual editor makes this easy. Automatically create Clio matters when new features are added in Fibery, ensuring seamless project tracking.

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

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

  • Create new Clio clients from Fibery contacts.
  • Update Fibery tasks when a Clio matter status changes.
  • Generate Fibery reports from Clio time entries.
  • Sync Fibery project timelines with Clio calendars.
  • Archive Fibery features when a related Clio case closes.

How does Latenode handle Fibery API rate limits to prevent errors?

Latenode includes built-in rate limiting and error handling, plus tools to retry requests or send notifications when issues arise.

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

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

  • Complex Fibery custom fields might require JavaScript for full Clio mapping.
  • Initial setup may require understanding of both Fibery and Clio APIs.
  • Bulk data migrations may require advanced Latenode configuration.

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