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How to connect Insightly and Clio
Create a New Scenario to Connect Insightly 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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Clio will be your first step. To do this, click "Choose an app," find Insightly or Clio, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
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Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly 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 Insightly 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 Insightly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Insightly, 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 Insightly and Clio integration works as expected. Depending on your setup, data should flow between Insightly 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 Insightly and Clio
Insightly + Clio + Slack: When a new contact is created in Insightly, a corresponding client is created in Clio. Finally, a message is sent to a designated Slack channel to notify the team about the new contact and client.
Clio + Insightly + QuickBooks: When a new client is created in Clio, a contact is created in Insightly, and then a customer is created in QuickBooks to maintain synchronized records across platforms.
Insightly and Clio integration alternatives
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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 Insightly and Clio
How can I connect my Insightly account to Clio using Latenode?
To connect your Insightly account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Insightly and click on "Connect".
- Authenticate your Insightly and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio clients from new Insightly contacts?
Yes, you can! Latenode's visual editor makes it easy to sync contact data, ensuring your Clio client list is always up-to-date with the latest information from Insightly, saving time and improving accuracy.
What types of tasks can I perform by integrating Insightly with Clio?
Integrating Insightly with Clio allows you to perform various tasks, including:
- Create new Clio clients from new Insightly contacts automatically.
- Update existing Clio clients with information from Insightly contacts.
- Create Insightly tasks when a new matter is created in Clio.
- Sync contact information bi-directionally to keep both systems updated.
- Trigger custom notifications based on events in either Insightly or Clio.
Can Latenode handle complex Insightly data transformations?
Yes, Latenode provides JavaScript code blocks and AI steps for advanced data manipulations, ensuring seamless data flow between Insightly and other platforms.
Are there any limitations to the Insightly and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field syncing requires manual configuration within Latenode.
- High-volume data transfers may require optimization for performance.
- Complex workflows with numerous steps might need debugging.
