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How to connect Formsite and Clio
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Clio will be your first step. To do this, click "Choose an app," find Formsite or Clio, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Clio integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Clio
Formsite + Clio + Google Sheets: When a new form is submitted in Formsite, a new contact is created in Clio and the form submission data is added as a new row in Google Sheets.
Formsite + Clio + Slack: When a new form is submitted in Formsite and a corresponding contact is created in Clio, a notification is sent to a Slack channel to alert the legal team.
Formsite and Clio integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and Clio
How can I connect my Formsite account to Clio using Latenode?
To connect your Formsite account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from Formsite submissions?
Yes, you can! Latenode enables automatic contact creation in Clio from new Formsite entries, saving time. Customize the data transfer with JavaScript blocks for advanced formatting.
What types of tasks can I perform by integrating Formsite with Clio?
Integrating Formsite with Clio allows you to perform various tasks, including:
- Create a new Clio matter when a specific Formsite form is submitted.
- Update client information in Clio based on Formsite survey responses.
- Generate Clio tasks from Formsite form data for follow-up actions.
- Send personalized confirmation emails via Formsite based on Clio data.
- Archive Formsite submissions as documents within a Clio matter.
How secure is Formsite data when using Latenode to connect to Clio?
Latenode uses advanced encryption and secure data transfer protocols, ensuring your Formsite and Clio data remains protected during integration workflows.
Are there any limitations to the Formsite and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Very large data transfers can impact workflow execution time.
- Real-time synchronization depends on the APIs of both apps.
