

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically create Clio contacts from new Intercom leads to streamline client onboarding. Latenode's no-code visual editor and affordable pricing make complex legal automations accessible and scalable.
Connect Intercom and Clio in minutes with Latenode.
Create Intercom to Clio workflow
Start for free
Automate your workflow
Swap Apps
Intercom
Clio
No credit card needed
Without restriction
Create a New Scenario to Connect Intercom 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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or Clio will be your first step. To do this, click "Choose an app," find Intercom or Clio, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
Intercom
Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom 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 Intercom node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Intercom
⚙
Clio
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 Intercom 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 Intercom and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Clio
Trigger on Webhook
⚙
Intercom
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Intercom, 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 Intercom and Clio integration works as expected. Depending on your setup, data should flow between Intercom and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Intercom + Clio + Slack: When a new conversation starts in Intercom, the flow searches for a corresponding client in Clio. If found, a notification is sent to a designated Slack channel.
Clio + Intercom + Google Calendar: Upon the creation of a new communication record in Clio, the flow identifies related client interactions in Intercom and then schedules a follow-up call in Google Calendar.
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
Related categories
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.
Related categories
How can I connect my Intercom account to Clio using Latenode?
To connect your Intercom account to Clio on Latenode, follow these steps:
Can I sync Intercom leads as Clio clients?
Yes, you can! Latenode enables seamless syncing. Automatically create or update Clio client profiles from new Intercom leads, ensuring no potential client is missed and streamlining client onboarding.
What types of tasks can I perform by integrating Intercom with Clio?
Integrating Intercom with Clio allows you to perform various tasks, including:
Can Intercom data trigger actions in Clio via Latenode?
Yes! Use Intercom events as triggers to automate tasks in Clio, like updating client info or creating new legal matters. Enjoy truly responsive workflows.
Are there any limitations to the Intercom and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: