Google Chat and Clio Integration

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Google Chat

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Chat and Clio

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

Add the Google Chat Node

Select the Google Chat node from the app selection panel on the right.

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Google Chat

Configure the Google Chat

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

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Google Chat

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Connect Google Chat

Sign In
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Run node once

Add the Clio Node

Next, click the plus (+) icon on the Google Chat 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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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 Chat

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Clio

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Connect Clio

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Run node once

Configure the Google Chat 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

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Run node once

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

Clio + Google Calendar + Google Chat: When a new contact is added in Clio, a welcome call is automatically scheduled in Google Calendar, and a notification is sent to a Google Chat space.

Clio + Google Sheets + Google Chat: Log new clients from Clio to Google Sheets for reporting. A daily summary of new clients added is then posted to a dedicated Google Chat space.

Google Chat and Clio integration alternatives

About Google Chat

Use Google Chat in Latenode for automated notifications & alerts. Trigger messages based on events in other apps, like new database entries or payment confirmations. Centralize alerts and status updates across services within a single, scalable Latenode workflow. Add custom logic and AI for smart notifications.

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 Chat and Clio

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

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

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

Can I get Clio matter updates in Google Chat?

Yes, you can! Latenode's visual editor makes it easy to send Clio matter updates directly to Google Chat, ensuring everyone stays informed of important changes instantly.

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

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

  • Send Google Chat notifications for new Clio client inquiries.
  • Post daily summaries of Clio task completions to a Google Chat channel.
  • Trigger Clio task creation from a Google Chat command.
  • Share Clio document updates in Google Chat automatically.
  • Create new Clio contacts from information shared in Google Chat.

How do I troubleshoot my Google Chat connection on Latenode?

Check your Google Chat connection's permissions and API key. Latenode's logs also provide detailed error messages for debugging.

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

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

  • Complex workflows may require JavaScript knowledge for advanced customization.
  • Rate limits imposed by Google Chat and Clio APIs may affect high-volume workflows.
  • Initial setup requires administrative access to both Google Chat and Clio.

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