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How to connect Instantly and Clio
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Clio will be your first step. To do this, click "Choose an app," find Instantly or Clio, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Clio integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Clio
Clio + Slack: When a new contact is added in Clio, find the corresponding user in Slack by email and automatically invite them to a specified Slack channel.
Clio + Instantly + Google Calendar: Upon the creation of a new contact in Clio, update the lead details in Instantly. Then, create an event in Google Calendar to schedule an intro call.
Instantly and Clio integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Clio
How can I connect my Instantly account to Clio using Latenode?
To connect your Instantly account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly 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 Instantly leads?
Yes, you can! Latenode's visual editor makes it easy to sync new leads from Instantly to Clio, automatically creating or updating client records. Streamline client management and save time.
What types of tasks can I perform by integrating Instantly with Clio?
Integrating Instantly with Clio allows you to perform various tasks, including:
- Automatically creating new Clio clients from successful Instantly lead campaigns.
- Updating existing Clio client details with information captured in Instantly.
- Triggering Clio tasks or events based on Instantly campaign milestones.
- Logging Instantly email interactions as notes within the corresponding Clio client file.
- Generating client reports in Clio using data collected from Instantly campaigns.
What level of Instantly access is required within Latenode?
Latenode requires read and write access to Instantly to fully automate data transfer and workflows between Instantly and Clio.
Are there any limitations to the Instantly and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time depending on the data volume.
- Custom field mapping requires familiarity with Instantly and Clio field types.
- Complex workflows with many steps may require more advanced Latenode resources.
