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Automatically update Clio client information from new Knack form submissions. Latenode's visual editor makes it easier to build complex logic and ensure data accuracy, scaling affordably as your firm grows.
Connect Knack and Clio in minutes with Latenode.
Create Knack to Clio workflow
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Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Clio will be your first step. To do this, click "Choose an app," find Knack or Clio, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
Knack
Add the Clio Node
Next, click the plus (+) icon on the Knack node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Knack
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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 Knack 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 Knack 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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Knack
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Knack, 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 Knack and Clio integration works as expected. Depending on your setup, data should flow between Knack and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Knack + Google Sheets: When a new bill is created in Clio, the details are recorded as a new record in Knack. Then, the total billable amount is added as a new row in Google Sheets for financial reporting.
Clio + Knack + Slack: When a new contact is created in Clio, a corresponding client overview record is created in Knack. A welcome message is then sent to a Slack channel to notify the team.
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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.
Related categories
How can I connect my Knack account to Clio using Latenode?
To connect your Knack account to Clio on Latenode, follow these steps:
Can I automatically update Clio contacts from Knack?
Yes, you can! Latenode's visual editor makes it easy to sync contact data between Knack and Clio, ensuring your client information is always up-to-date and accurate, saving valuable time.
What types of tasks can I perform by integrating Knack with Clio?
Integrating Knack with Clio allows you to perform various tasks, including:
What kind of data can I transfer from Knack to Clio using Latenode?
You can transfer contact details, project information, custom fields, and other relevant data, all configured using Latenode's flexible data mapping.
Are there any limitations to the Knack and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: