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How to connect HighLevel and Clio
Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Clio will be your first step. To do this, click "Choose an app," find HighLevel or Clio, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the HighLevel 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.
Configure the HighLevel 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.
Set Up the HighLevel 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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Clio
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Clio integration works as expected. Depending on your setup, data should flow between HighLevel 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 HighLevel and Clio
HighLevel + Clio + Google Sheets: When a new contact is created in HighLevel, create a contact in Clio, then log the contact information in a Google Sheet for tracking leads and conversions.
Clio + HighLevel + Zoom: When a new matter is created in Clio, create a contact in HighLevel and schedule a Zoom meeting to onboard the client.
HighLevel and Clio integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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.
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FAQ HighLevel and Clio
How can I connect my HighLevel account to Clio using Latenode?
To connect your HighLevel account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from HighLevel leads?
Yes, you can! Latenode allows instant lead syncing. This ensures all new HighLevel leads are automatically added as Clio contacts, streamlining client onboarding and data management.
What types of tasks can I perform by integrating HighLevel with Clio?
Integrating HighLevel with Clio allows you to perform various tasks, including:
- Create Clio contacts from new HighLevel form submissions.
- Update Clio client information based on HighLevel contact updates.
- Trigger HighLevel marketing campaigns from Clio case milestones.
- Log HighLevel appointment data in Clio client records.
- Send Clio invoice reminders via HighLevel SMS.
How secure is HighLevel data when using Latenode for integrations?
Latenode employs advanced encryption and security protocols to safeguard your HighLevel data during integration processes, ensuring complete confidentiality.
Are there any limitations to the HighLevel 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.
- Real-time synchronization depends on the API limits of both HighLevel and Clio.
- File size limitations may apply when transferring large documents.
