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How to connect Jotform and Clio
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Clio will be your first step. To do this, click "Choose an app," find Jotform or Clio, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Jotform 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 Jotform 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 Jotform 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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Clio
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Jotform, 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 Jotform and Clio integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and Clio
Jotform + Clio + Google Sheets: When a new submission is received in Jotform, a new contact is created in Clio, and the submission data is added as a new row in Google Sheets for record-keeping and analysis.
Clio + Jotform + Slack: When a new contact is created in Clio, a direct message containing a Jotform link is sent to the contact via Slack, allowing them to fill out further details.
Jotform and Clio integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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 Jotform and Clio
How can I connect my Jotform account to Clio using Latenode?
To connect your Jotform account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from Jotform submissions?
Yes, you can! Latenode allows you to automate contact creation in Clio from Jotform submissions. Save time and ensure accurate data transfer with our visual workflow builder.
What types of tasks can I perform by integrating Jotform with Clio?
Integrating Jotform with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Jotform submission data.
- Update existing Clio client information with new form responses.
- Trigger Clio tasks when a specific Jotform is submitted.
- Log billable time in Clio based on Jotform data entries.
- Generate Clio documents using Jotform submission details.
Can I filter Jotform submissions before sending data to Clio?
Yes! Latenode provides advanced filtering options. Use conditions to selectively send only relevant Jotform data to Clio, ensuring data accuracy.
Are there any limitations to the Jotform and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript coding knowledge.
- Large data transfers can be subject to API rate limits of both Jotform and Clio.
- Custom field mappings may require careful configuration for optimal data transfer.
