Google Dialogflow ES and Clio Integration

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Automatically create Clio matters from Google Dialogflow ES conversations, centralizing client intake. With Latenode's no-code visual editor, customize the logic and scale affordably as your firm grows, even adding custom JavaScript for advanced tasks.

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Google Dialogflow ES

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Dialogflow ES and Clio

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

Add the Google Dialogflow ES Node

Select the Google Dialogflow ES node from the app selection panel on the right.

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Google Dialogflow ES

Configure the Google Dialogflow ES

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

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Connect Google Dialogflow ES

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Run node once

Add the Clio Node

Next, click the plus (+) icon on the Google Dialogflow ES 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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Configure the Google Dialogflow ES 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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Run node once

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

Google Dialogflow ES + Clio + Google Sheets: When a conversation is completed in Dialogflow, the intent is detected and important information, such as client details, matter and consultation notes, is used to create a contact and a matter in Clio. This information is then added as a new row to a Google Sheet for lead tracking.

Clio + Google Dialogflow ES + Slack: When a new contact is created in Clio, Dialogflow detects the intent (e.g., welcome intent), and uses provided information to generate automated responses to basic client questions. A Slack message is then sent to a specified channel to notify the team about the new client.

Google Dialogflow ES and Clio integration alternatives

About Google Dialogflow ES

Use Google Dialogflow ES in Latenode to build smart chatbots and automate customer service tasks. Connect Dialogflow to your databases, CRMs, or other apps for personalized responses. Create visual workflows that handle complex conversations without code, adding custom logic with JavaScript where needed. Scale your AI-powered interactions using Latenode's flexible automation platform.

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 Dialogflow ES and Clio

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

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Dialogflow ES and click on "Connect".
  • Authenticate your Google Dialogflow ES 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 Dialogflow leads?

Yes, you can! Latenode enables real-time contact creation, updating Clio with lead data gathered by Google Dialogflow ES, streamlining client onboarding and follow-up, without coding.

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

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

  • Create Clio contacts from new Google Dialogflow ES conversation data.
  • Log Google Dialogflow ES conversation summaries as Clio notes.
  • Trigger Clio workflows based on Google Dialogflow ES intent matches.
  • Update Clio contact information using Google Dialogflow ES responses.
  • Send automated SMS via Clio based on Google Dialogflow ES triggers.

What Dialogflow ES data can I access within Latenode workflows?

You can access intent names, entities, context parameters, and full conversation transcripts within your Latenode workflows for advanced automation.

Are there any limitations to the Google Dialogflow ES 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.
  • API rate limits of both Google Dialogflow ES and Clio apply.
  • Real-time updates depend on consistent internet connectivity.

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