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Automatically create Jira issues from new Clio matters or tasks. Latenode’s visual editor makes it easier to map fields between the platforms, and affordable pricing means you can scale effortlessly as your firm grows.
Connect Jira and Clio in minutes with Latenode.
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Create a New Scenario to Connect Jira 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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or Clio will be your first step. To do this, click "Choose an app," find Jira or Clio, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
Jira
Add the Clio Node
Next, click the plus (+) icon on the Jira node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Jira
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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 Jira 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 Jira and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Jira
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Jira, 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 Jira and Clio integration works as expected. Depending on your setup, data should flow between Jira and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Jira + Slack + Clio: When a new issue is created in Jira, a notification is sent to a Slack channel. The legal team can then create a new matter in Clio directly from the Slack notification.
Clio + Jira + Google Calendar: When a new contact is created in Clio, a Jira ticket is created to track onboarding. A Google Calendar event is then scheduled to onboard the new client.
About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not 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 Jira account to Clio using Latenode?
To connect your Jira account to Clio on Latenode, follow these steps:
Can I automatically create Jira issues from new Clio matters?
Yes, you can! Latenode's visual editor simplifies this automation. Trigger Jira issue creation upon new Clio matters, ensuring seamless project tracking and efficient workflow management.
What types of tasks can I perform by integrating Jira with Clio?
Integrating Jira with Clio allows you to perform various tasks, including:
HowcanIuseJavascriptcodealongsideno-codeblockswithintheJiraCliointegration?
Latenode allows seamless integration of JavaScript for advanced logic within your Jira + Clio workflows. Customize data transformations or handle complex scenarios beyond no-code blocks.
Are there any limitations to the Jira and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: