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How to connect Github and Clio
Create a New Scenario to Connect Github 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 Github, triggered by another scenario, or executed manually (for testing purposes). In most cases, Github or Clio will be your first step. To do this, click "Choose an app," find Github or Clio, and select the appropriate trigger to start the scenario.
Add the Github Node
Select the Github node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Github 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 Github 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 Github 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 Github, 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 Github and Clio integration works as expected. Depending on your setup, data should flow between Github 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 Github and Clio
Github + Clio + Slack: When a new issue is created in Github, search for related legal cases in Clio based on keywords in the issue title or description. If a related case is found, post a message to a designated Slack channel with details about the Github issue and the Clio case.
Clio + Github + Jira: When a legal case is updated in Clio, create a corresponding issue in Jira. Link the Jira issue to the relevant Github repository by including the repository URL in the Jira issue description.
Github and Clio integration alternatives
About Github
Automate code management with Github in Latenode. Trigger workflows on commits, pull requests, or issues. Build automated CI/CD pipelines, track code changes, and sync repo data with project management tools. Scale code-related automations easily and add custom logic with JavaScript nodes.
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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 Github and Clio
How can I connect my Github account to Clio using Latenode?
To connect your Github account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Github and click on "Connect".
- Authenticate your Github and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio tasks from new Github issues?
Yes, you can! Latenode lets you visually automate this. Automatically create tasks ensuring seamless issue tracking across development and legal workflows—scaling with your project needs.
What types of tasks can I perform by integrating Github with Clio?
Integrating Github with Clio allows you to perform various tasks, including:
- Create Clio tasks from new Github issue submissions.
- Update Clio client information when Github profiles are updated.
- Log billable hours in Clio for Github code review time.
- Send Slack notifications for Github commits to specific Clio matters.
- Generate project reports using data from both Github and Clio.
How secure is the Github integration, especially regarding my code repository?
Latenode uses secure authentication protocols and encryption, ensuring your Github repository and Clio data are protected throughout the integration process.
Are there any limitations to the Github and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Github and Clio APIs may affect high-volume workflows.
- Complex data transformations might require custom JavaScript code blocks.
- Attachments from Github issues are not automatically synced to Clio.
