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How to connect Front and Clio
Create a New Scenario to Connect Front 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 Front, triggered by another scenario, or executed manually (for testing purposes). In most cases, Front or Clio will be your first step. To do this, click "Choose an app," find Front or Clio, and select the appropriate trigger to start the scenario.
Add the Front Node
Select the Front node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Front 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 Front 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 Front 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 Front, 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 Front and Clio integration works as expected. Depending on your setup, data should flow between Front 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 Front and Clio
Front + Clio + Slack: When a new event occurs in Front, a new contact is created in Clio. Subsequently, a message is sent to a Slack channel to notify the legal team about the new client inquiry.
Clio + Front + Google Sheets: When new communications are created in Clio, the information is added to Front to track communication. This information is then logged into a Google Sheet for reporting purposes.
Front and Clio integration alternatives
About Front
Connect Front to Latenode to automate shared inbox tasks. Route conversations based on content using AI, update external systems with customer data, and trigger follow-ups, all without code. Latenode’s visual editor makes complex workflows simple, scalable, and cost-effective, while avoiding vendor lock-in.
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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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See how Latenode works
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FAQ Front and Clio
How can I connect my Front account to Clio using Latenode?
To connect your Front account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Front and click on "Connect".
- Authenticate your Front and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio matters from new Front conversations?
Yes, you can! Latenode's visual editor simplifies creating workflows that trigger matter creation in Clio directly from Front. Benefit from streamlined client intake, enhanced data accuracy, and faster response times.
What types of tasks can I perform by integrating Front with Clio?
Integrating Front with Clio allows you to perform various tasks, including:
- Automatically logging Front conversation details in Clio matters.
- Creating new Clio contacts from new Front customer profiles.
- Triggering Front notifications upon updates to Clio matters.
- Syncing Front message attachments to Clio document storage.
- Generating summary reports of client interactions across both platforms.
How does Latenode handle data security between Front and Clio?
Latenode uses secure, encrypted connections to protect your data during transfer between Front and Clio, ensuring data privacy and compliance within your workflows.
Are there any limitations to the Front and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Front and Clio requires custom scripting.
- Complex conditional logic may necessitate JavaScript code blocks.
- File size limits apply to attachments transferred via the integration.
