.svg){kind=icon}
How to connect Formstack and Clio
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Clio will be your first step. To do this, click "Choose an app," find Formstack or Clio, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
+
1
Formstack
Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
1
Formstack
âš™
+
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 Formstack 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 Formstack 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
âš™
6
AI Anthropic Claude 3
âš™
+
7
Clio
1
Trigger on Webhook
âš™
2
Formstack
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Formstack, 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 Formstack and Clio integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Clio
Formstack + Clio + Slack: When a new form submission is received in Formstack, a new contact is created in Clio. Then, a notification is sent to a Slack channel to inform the legal team about the new client.
Clio + Formstack + QuickBooks: When a new contact is created in Clio (potentially from a Formstack submission), a new customer is automatically created in QuickBooks for billing purposes.
Formstack and Clio integration alternatives
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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 Formstack and Clio
How can I connect my Formstack account to Clio using Latenode?
To connect your Formstack account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack 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 Formstack submissions?
Yes, with Latenode, automatically creating Clio contacts from Formstack submissions is simple. This ensures efficient lead management and saves significant time by eliminating manual data entry.
What types of tasks can I perform by integrating Formstack with Clio?
Integrating Formstack with Clio allows you to perform various tasks, including:
- Create new Clio matters from submitted Formstack forms.
- Update existing Clio contacts with new Formstack data.
- Trigger Clio tasks based on specific Formstack responses.
- Send automated confirmation emails via Formstack upon matter creation.
- Archive Formstack submissions directly within Clio as documents.
HowsecureisthedatatransferbetweenFormstackandClioonLatenode?
Latenode uses secure, encrypted connections for all data transfers, ensuring the confidentiality and integrity of your Formstack and Clio data.
Are there any limitations to the Formstack and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript for advanced customization.
- File size limits apply when transferring documents between Formstack and Clio.
- Rate limits from Formstack and Clio APIs may affect high-volume workflows.
