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How to connect Formaloo and Clio
Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Clio will be your first step. To do this, click "Choose an app," find Formaloo or Clio, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo 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 Formaloo 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 Formaloo 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 Formaloo, 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 Formaloo and Clio integration works as expected. Depending on your setup, data should flow between Formaloo 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 Formaloo and Clio
Formaloo + Clio + Google Sheets: When a new client fills out a form in Formaloo, their information is automatically added as a new contact in Clio. Key client metrics are then tracked in a Google Sheets spreadsheet.
Clio + Formaloo + Slack: When a new case is created in Clio, a Formaloo survey is triggered to gather client feedback. The results of this survey are then posted to a designated Slack channel for review.
Formaloo and Clio integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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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FAQ Formaloo and Clio
How can I connect my Formaloo account to Clio using Latenode?
To connect your Formaloo account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio matters from Formaloo submissions?
Yes, you can! Latenode's visual builder makes this simple. New submissions in Formaloo instantly trigger matter creation in Clio, saving you time and ensuring data consistency.
What types of tasks can I perform by integrating Formaloo with Clio?
Integrating Formaloo with Clio allows you to perform various tasks, including:
- Creating new Clio contacts from Formaloo form entries.
- Updating existing Clio client information with Formaloo data.
- Generating Clio tasks based on Formaloo submission criteria.
- Triggering Clio billing actions from Formaloo payment confirmations.
- Sending automated email updates via Clio using Formaloo data.
How secure is my Formaloo data when using Latenode integrations?
Latenode uses secure encryption protocols to protect your data during transfer and storage, ensuring data privacy and compliance.
Are there any limitations to the Formaloo and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Integration speed depends on the API limits of Formaloo and Clio.
- Real-time updates are subject to the polling intervals of both services.
