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Automatically log JustCall calls as Clio communication records, ensuring complete client interaction history. Latenode's visual editor and affordable execution pricing make complex call tracking workflows easier to build and scale than ever before.
Connect JustCall and Clio in minutes with Latenode.
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Create a New Scenario to Connect JustCall 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 JustCall, triggered by another scenario, or executed manually (for testing purposes). In most cases, JustCall or Clio will be your first step. To do this, click "Choose an app," find JustCall or Clio, and select the appropriate trigger to start the scenario.
Add the JustCall Node
Select the JustCall node from the app selection panel on the right.
JustCall
Configure the JustCall
Click on the JustCall node to configure it. You can modify the JustCall 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 JustCall node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
JustCall
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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 JustCall 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 JustCall 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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JustCall
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring JustCall, 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 JustCall and Clio integration works as expected. Depending on your setup, data should flow between JustCall and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
JustCall + Clio + Slack: When a call is missed in JustCall, find the related contact in Clio. Subsequently, send a message to a designated Slack channel informing the team about the missed call and the contact details.
Clio + JustCall + Google Calendar: When a new Calendar Entry is created in Clio, a corresponding event is created in Google Calendar. If the Clio Calendar Entry involves a phone call, the details are pulled from JustCall to include in the Google Calendar event.
About JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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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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How can I connect my JustCall account to Clio using Latenode?
To connect your JustCall account to Clio on Latenode, follow these steps:
Can I automatically log JustCall calls in Clio?
Yes, with Latenode! Automatically log call details as Clio activities, eliminating manual data entry. Plus, add custom AI-powered summaries to each log for instant context.
What types of tasks can I perform by integrating JustCall with Clio?
Integrating JustCall with Clio allows you to perform various tasks, including:
How easily can I handle large call volumes from JustCall on Latenode?
Latenode's architecture scales automatically, ensuring smooth performance even with high JustCall call volumes. No manual adjustments are needed!
Are there any limitations to the JustCall and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: