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How to connect Getform and Clio
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Clio will be your first step. To do this, click "Choose an app," find Getform or Clio, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Getform 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 Getform 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 Getform 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 Getform, 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 Getform and Clio integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and Clio
Getform + Clio + Slack: When a new form is submitted in Getform, a new contact is created in Clio. Then, a message is sent to a Slack channel to notify the team about the new contact.
Getform + Clio + Google Sheets: When a new form is submitted in Getform, the submission data along with contact information from Clio is added as a new row in a Google Sheet for tracking and reporting.
Getform and Clio integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and Clio
How can I connect my Getform account to Clio using Latenode?
To connect your Getform account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from Getform submissions?
Yes, you can! Latenode's visual editor allows you to map Getform data directly to Clio contact fields, automating contact creation and saving time.
What types of tasks can I perform by integrating Getform with Clio?
Integrating Getform with Clio allows you to perform various tasks, including:
- Creating new Clio leads from submitted Getform responses.
- Updating existing Clio contacts with Getform data.
- Triggering Clio tasks based on specific form submissions.
- Adding Getform attachments to Clio client files.
- Sending automated notifications via Clio based on form data.
Can I filter Getform submissions before sending data to Clio?
Yes! Latenode lets you add advanced filters using JavaScript or AI to process only specific submissions before updating Clio records.
Are there any limitations to the Getform and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- The number of API requests depends on your Getform and Clio plans.
- File size limits apply when transferring attachments between apps.
