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How to connect Intercom and Clio
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.
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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.
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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 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:
- 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 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.
Most powerful ways to connect Intercom and Clio
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.
Intercom and Clio integration alternatives
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.
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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 Intercom and Clio
How can I connect my Intercom account to Clio using Latenode?
To connect your Intercom account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Intercom and click on "Connect".
- Authenticate your Intercom and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Clio clients from qualified Intercom leads automatically.
- Update Clio client details based on Intercom conversation data.
- Send Intercom messages when a client's case is updated in Clio.
- Track Intercom conversations related to specific Clio cases.
- Generate daily reports on new clients sourced from Intercom.
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:
- Complex data transformations might require JavaScript knowledge.
- Real-time sync depends on the API rate limits of Intercom and Clio.
- File attachments from Intercom chats may require additional parsing.
