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How to connect Jira and Clio
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.
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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.
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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 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:
- 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 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.
Most powerful ways to connect Jira and Clio
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.
Jira and Clio integration alternatives
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.
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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 Jira and Clio
How can I connect my Jira account to Clio using Latenode?
To connect your Jira account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically creating Jira issues when new Clio matters are created.
- Updating Jira issue status when a related Clio matter is updated.
- Creating Clio tasks when a new Jira issue is created.
- Syncing client information between Jira and Clio.
- Generating reports combining data from Jira and Clio for better insights.
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:
- Historical data synchronization may require custom scripting.
- Complex conditional logic might necessitate JavaScript coding.
- Rate limits of Jira and Clio APIs may affect high-volume workflows.
