Google slides and Clio Integration

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Automatically generate client-specific presentations in Google slides from new cases in Clio. Latenode's visual editor and affordable pay-by-execution pricing simplify complex legal workflows and ensure consistent, professional client communication.

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Google slides

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google slides and Clio

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

Add the Google slides Node

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

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Google slides

Configure the Google slides

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

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Connect Google slides

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Google slides 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 slides 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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Select an action *

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The action ID

Run node once

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

Clio + Google Slides + Slack: When a new contact is added to Clio, a welcome slide deck is generated in Google Slides using a template, and a notification is sent to a Slack channel.

Clio + Google Slides + Google Docs: When a case (matter) closes in Clio, a new document is created in Google Docs. The document contains a summary derived by replacing text in a template presentation in Google Slides.

Google slides and Clio integration alternatives

About Google slides

Automate Google Slides creation and updates in Latenode. Generate presentations from data, auto-populate templates, and ensure consistent branding across all decks. Trigger flows from new data or events, replacing manual updates and saving time. Use AI to summarize source documents for slides.

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 slides and Clio

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

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

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

Can I automatically create slides from new Clio client data?

Yes, you can! Latenode allows automated workflows triggered by new client entries in Clio, instantly generating branded Google slides presentations. Scale your onboarding process effortlessly.

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

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

  • Automatically creating presentations for new Clio clients.
  • Updating slides with the latest case details from Clio.
  • Generating summary slides of monthly Clio billing data.
  • Creating client-specific legal document templates from Clio data.
  • Automatically sharing presentation links with Clio contacts.

How do I handle Google slides API rate limits within Latenode?

Latenode provides built-in error handling and retry mechanisms, allowing you to gracefully manage Google slides API rate limits and ensure smooth workflow execution.

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

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

  • Complex slide formatting may require custom JavaScript code.
  • Real-time, two-way synchronization is not supported.
  • Initial setup requires understanding of both Google slides and Clio data structures.

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