.svg){kind=icon}
How to connect Fillout and Clio
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Clio will be your first step. To do this, click "Choose an app," find Fillout or Clio, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
+
1
Fillout
Add the Clio Node
Next, click the plus (+) icon on the Fillout node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
1
Fillout
⚙
+
2
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 Fillout 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 Fillout 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Clio
1
Trigger on Webhook
⚙
2
Fillout
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Fillout, 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 Fillout and Clio integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and Clio
Fillout + Clio + Slack: When a new client submits a form in Fillout, a new contact is created in Clio, and a notification is sent to a Slack channel to alert the team.
Clio + Fillout + Google Sheets: When a case is closed (represented by a contact event in Clio), a Fillout survey is sent to gather client satisfaction feedback. The survey results are then logged in a Google Sheet for tracking and analysis.
Fillout and Clio integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
Similar apps
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
See how Latenode works
.svg)
.png)
FAQ Fillout and Clio
How can I connect my Fillout account to Clio using Latenode?
To connect your Fillout account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new Fillout submissions?
Yes, you can! Latenode's visual editor makes it easy to map Fillout submission data to Clio contact fields, ensuring seamless lead capture and efficient client management.
What types of tasks can I perform by integrating Fillout with Clio?
Integrating Fillout with Clio allows you to perform various tasks, including:
- Create new Clio matters from submitted Fillout forms.
- Update existing Clio contacts with new Fillout form data.
- Trigger email notifications in Clio based on Fillout responses.
- Generate tasks in Clio from specific Fillout form entries.
- Store Fillout attachments directly within Clio related records.
Can I use conditional logic with Fillout forms inside Latenode workflows?
Yes! Latenode lets you use Fillout's conditional logic, filtering and branching workflows based on specific form responses for smarter automation.
Are there any limitations to the Fillout and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio custom fields might require advanced configuration.
- Large Fillout datasets can impact workflow execution time.
- Real-time updates depend on the polling interval of each service.
