Fireflies and Clio Integration

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Automatically save Fireflies.ai meeting transcripts into Clio, enriched with custom fields only Latenode’s flexible visual editor and JavaScript functions allow, scaling your legal workflows affordably.

Fireflies + Clio integration

Connect Fireflies and Clio in minutes with Latenode.

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Fireflies

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Fireflies and Clio

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

Add the Fireflies Node

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

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Configure the Fireflies

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

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Connect Fireflies

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Fireflies 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.

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Connect Clio

Sign In

Run node once

Configure the Fireflies 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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Run node once

Set Up the Fireflies 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 Fireflies, 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 Fireflies and Clio integration works as expected. Depending on your setup, data should flow between Fireflies 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 Fireflies and Clio

Fireflies + Clio + Slack: When a Fireflies transcript is available, this automation retrieves the transcript, creates a note in Clio to log the meeting details, and sends a summary to a designated Slack channel to keep the team informed.

Clio + Google Calendar + Fireflies: When a new contact is created in Clio, a kickoff meeting is scheduled in Google Calendar. Fireflies automatically records the meeting to capture important details and discussions.

Fireflies and Clio integration alternatives

About Fireflies

Automate meeting workflows with Fireflies in Latenode. Transcribe calls, extract action items, and route summaries to project management tools. Stop manual note-taking, and use Latenode's visual builder to create custom flows triggered by new Fireflies transcripts. Scale your processes and keep everyone aligned.

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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FAQ Fireflies and Clio

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

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

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

Can I automatically save Fireflies transcripts to Clio?

Yes, you can! Latenode lets you automate saving Fireflies transcripts and summaries directly to Clio, reducing manual data entry and improving efficiency with its visual workflow editor.

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

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

  • Create new Clio matters from Fireflies meeting summaries.
  • Update existing Clio contacts with Fireflies conversation details.
  • Log billable hours in Clio based on Fireflies meeting durations.
  • Trigger Clio tasks based on keywords spoken in Fireflies meetings.
  • Send automated thank-you notes via Clio after Fireflies-recorded client calls.

Can I use JavaScript to customize my Fireflies-to-Clio workflows?

Yes, Latenode allows you to use JavaScript for advanced customization, giving you unparalleled control over your Fireflies and Clio integration logic.

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

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

  • Complex data transformations may require intermediate steps.
  • Real-time synchronization depends on the APIs of both apps.
  • Large volumes of data processing may be subject to rate limits.

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