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How to connect Hive and Clio
Create a New Scenario to Connect Hive 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 Hive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Hive or Clio will be your first step. To do this, click "Choose an app," find Hive or Clio, and select the appropriate trigger to start the scenario.
Add the Hive Node
Select the Hive node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Hive 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 Hive 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 Hive 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 Hive, 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 Hive and Clio integration works as expected. Depending on your setup, data should flow between Hive 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 Hive and Clio
Hive + Slack: When a task is completed in Hive, a message is sent to a designated Slack channel to inform the team about the completed task. This helps maintain team awareness and track progress.
Clio + Hive + Google Calendar: When a new task is created in Clio, a corresponding action is created in Hive, and a Google Calendar event is created to block off the necessary time for the task. This keeps all schedules aligned.
Hive and Clio integration alternatives
About Hive
Use Hive in Latenode to streamline project management. Create automated task assignments based on triggers from other apps, update task statuses, and generate reports. Latenode’s visual editor lets you connect Hive to your entire workflow, adding logic and integrations beyond Hive's built-in features. Scale your project automation without complex coding.
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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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See how Latenode works
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FAQ Hive and Clio
How can I connect my Hive account to Clio using Latenode?
To connect your Hive account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Hive and click on "Connect".
- Authenticate your Hive and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio tasks from new Hive project updates?
Yes, you can! Latenode's visual editor and advanced logic features let you automate task creation, ensuring seamless project tracking and improved team collaboration across Hive and Clio.
What types of tasks can I perform by integrating Hive with Clio?
Integrating Hive with Clio allows you to perform various tasks, including:
- Create new Clio matters from Hive project initiation.
- Update Clio matter status based on Hive task completion.
- Sync Hive task due dates with Clio task deadlines.
- Generate Hive reports from Clio billing data.
- Automatically archive Hive projects when Clio matters are closed.
How does Latenode handle Hive API rate limits when updating Clio?
Latenode includes built-in rate limiting and error handling, ensuring reliable data synchronization between Hive and Clio even with high data volumes.
Are there any limitations to the Hive and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration requires manual setup outside of Latenode.
- Complex custom field mappings may need JavaScript for advanced transformations.
- Real-time synchronization depends on the API availability of Hive and Clio.
