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How to connect Figma and Clio
Create a New Scenario to Connect Figma 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 Figma, triggered by another scenario, or executed manually (for testing purposes). In most cases, Figma or Clio will be your first step. To do this, click "Choose an app," find Figma or Clio, and select the appropriate trigger to start the scenario.
Add the Figma Node
Select the Figma node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Figma 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 Figma 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 Figma 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 Figma, 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 Figma and Clio integration works as expected. Depending on your setup, data should flow between Figma 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 Figma and Clio
Figma + Slack + Clio: When a new comment is posted in a Figma design file, a notification is sent to a dedicated Slack channel, and a corresponding activity is created in Clio to track design feedback within the legal matter.
Clio + Google Drive + Figma: When a new client matter is created in Clio, a corresponding folder is created in Google Drive to house design project files. This folder can then be used to organize Figma design files related to the client's legal case.
Figma and Clio integration alternatives
About Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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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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See how Latenode works
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FAQ Figma and Clio
How can I connect my Figma account to Clio using Latenode?
To connect your Figma account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Figma and click on "Connect".
- Authenticate your Figma and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate design asset handoff to legal documentation?
Yes, you can! Latenode lets you automate this using no-code blocks and custom JavaScript for advanced parsing. Streamline collaboration & reduce manual errors.
What types of tasks can I perform by integrating Figma with Clio?
Integrating Figma with Clio allows you to perform various tasks, including:
- Automatically create new Clio clients from Figma design project details.
- Generate invoices in Clio based on Figma design hours tracked via Latenode.
- Update Clio project statuses when Figma designs are approved.
- Trigger Clio tasks when new design assets are uploaded to Figma.
- Create new Clio time entries from Figma comment threads using AI parsing.
HowcanIaccessFigmafilesstoredinLatenodefromClioautomatically?
Latenode provides secure file storage. Connect this storage to Clio and automate file access via secure links for efficient legal reviews.
Are there any limitations to the Figma and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Figma designs with numerous layers might require increased processing time.
- Real-time synchronization between Figma and Clio is not supported; updates are periodic.
- Custom Clio fields require manual mapping during workflow configuration.
