Google Business Profile and Clio Integration

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Automatically create new Clio clients or update existing records from Google Business Profile leads. Latenode's visual editor and affordable pricing make it easy to manage and scale your client onboarding, with added flexibility from custom Javascript.

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Google Business Profile

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Business Profile and Clio

Create a New Scenario to Connect Google Business Profile 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 Google Business Profile, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Business Profile or Clio will be your first step. To do this, click "Choose an app," find Google Business Profile or Clio, and select the appropriate trigger to start the scenario.

Add the Google Business Profile Node

Select the Google Business Profile node from the app selection panel on the right.

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Google Business Profile

Configure the Google Business Profile

Click on the Google Business Profile node to configure it. You can modify the Google Business Profile URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Google Business Profile

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Connect Google Business Profile

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Google Business Profile 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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Google Business Profile

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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.

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Google Business Profile

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Clio

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Run node once

Configure the Google Business Profile 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.

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Clio Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Google Business Profile 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 Google Business Profile, 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 Google Business Profile and Clio integration works as expected. Depending on your setup, data should flow between Google Business Profile 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 Google Business Profile and Clio

Google Business Profile + Google Sheets + Clio: When a new review is submitted on Google Business Profile, add the lead's information to a Google Sheet, then create a contact in Clio.

Clio + Google Business Profile + Slack: When a case is closed in Clio, update the client's Google Business Profile by creating a new post and send a notification to the team in Slack.

Google Business Profile and Clio integration alternatives

About Google Business Profile

Automate Google Business Profile tasks in Latenode. Update listings, monitor reviews, and track performance metrics automatically. Build workflows that trigger actions based on GBP data, like alerts for negative reviews or automated content updates based on seasonal trends. Integrate with other services to streamline marketing and operations.

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.

See how Latenode works

FAQ Google Business Profile and Clio

How can I connect my Google Business Profile account to Clio using Latenode?

To connect your Google Business Profile account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Business Profile and click on "Connect".
  • Authenticate your Google Business Profile and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Clio clients from Google Business Profile reviews?

Yes, you can! Latenode's visual editor simplifies setting up this automation. Benefit by instantly updating client info in Clio, ensuring your records reflect client feedback.

What types of tasks can I perform by integrating Google Business Profile with Clio?

Integrating Google Business Profile with Clio allows you to perform various tasks, including:

  • Create Clio contacts from new Google Business Profile leads.
  • Log Google Business Profile reviews as Clio case notes.
  • Update Clio client information based on Google Business Profile interactions.
  • Send Clio invoice reminders based on Google Business Profile engagement.
  • Trigger Clio tasks when new Google Business Profile posts are created.

What Google Business Profile data can I access on Latenode?

Access location data, reviews, posts, and insights directly within Latenode. Use this data to enrich Clio workflows.

Are there any limitations to the Google Business Profile and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data from Google Business Profile might require separate manual import.
  • Custom field mapping in Clio might require JavaScript code for advanced transformations.
  • Rate limits on the Google Business Profile API may affect high-volume workflows.

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