Google contacts and Clio Integration

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Automatically create or update Clio contacts from new Google contacts, ensuring seamless synchronization. Latenode's visual editor and affordable pricing make complex contact management workflows easier and more scalable. Streamline client information across platforms with ease.

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Google contacts

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google contacts and Clio

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

Add the Google contacts Node

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

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Google contacts

Configure the Google contacts

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

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Google contacts

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Connect Google contacts

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Run node once

Add the Clio Node

Next, click the plus (+) icon on the Google contacts 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.

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Connect Clio

Sign In

Run node once

Configure the Google contacts 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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The action ID

Run node once

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

Google Contacts + Clio + Google Sheets: When a contact is created or updated in Google Contacts, the contact details are updated in Clio. A new row is added to Google Sheets to log the contact update for auditing purposes.

Clio + Google Contacts + Slack: When a new contact is created in Clio, a corresponding contact is automatically created in Google Contacts. A notification is then sent to a specified Slack channel to inform the team about the new client.

Google contacts and Clio integration alternatives

About Google contacts

Sync Google Contacts with Latenode to automate contact management. Update records, trigger follow-ups, or enrich profiles based on events in other apps. Avoid manual data entry; use Latenode’s visual builder to create flows that sync contacts across your marketing and sales tools, adding custom logic without coding.

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 contacts and Clio

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

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

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

Can I automatically create Clio contacts from new Google contacts?

Yes, you can! Latenode automates contact creation, ensuring your Clio client list stays updated. Save time and reduce manual data entry by syncing new Google contacts instantly.

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

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

  • Create new Clio contacts from new or updated Google contacts.
  • Update existing Clio contacts with changes from Google contacts.
  • Automatically back up Clio contacts to Google contacts.
  • Trigger workflows in Clio when a Google contact is created.
  • Synchronize contact details between the two platforms bi-directionally.

How secure is my Google contacts data when using Latenode integrations?

Latenode employs robust security measures, including encryption, to ensure the privacy and security of your Google contacts data.

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

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

  • Complex custom fields may not always sync perfectly between the platforms.
  • Real-time synchronization depends on API availability and rate limits.
  • Initial data migration of large contact lists can take considerable time.

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