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How to connect Kommo and Clio
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Clio will be your first step. To do this, click "Choose an app," find Kommo or Clio, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and Clio integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Clio
Kommo + Google Calendar + Clio: When a new deal reaches a specified stage in Kommo, a consultation is scheduled in Google Calendar. The Google Calendar event details are then used to create a corresponding calendar entry in Clio.
Clio + Kommo + Slack: When a new contact is created in Clio, a lead is created in Kommo to facilitate follow-up. The sales team is then notified in a designated Slack channel about the new lead for immediate action.
Kommo and Clio integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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.
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See how Latenode works
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FAQ Kommo and Clio
How can I connect my Kommo account to Clio using Latenode?
To connect your Kommo account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio when a deal closes in Kommo?
Yes! Latenode allows real-time data syncing, ensuring your Clio client records are always up-to-date with Kommo deal stages. Automate updates and save time with our visual builder.
What types of tasks can I perform by integrating Kommo with Clio?
Integrating Kommo with Clio allows you to perform various tasks, including:
- Create a new Clio client when a new lead is created in Kommo.
- Update contact information in Clio when a Kommo contact is updated.
- Create a Clio matter when a deal reaches a specific stage in Kommo.
- Send Kommo deal notes to Clio as new notes on a matter.
- Generate reports combining sales data from Kommo and legal case data from Clio.
Can I trigger Kommo actions based on events happening in Clio?
Absolutely. Latenode's flexible triggers enable you to initiate Kommo workflows when events occur in Clio, automating key business processes.
Are there any limitations to the Kommo and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync may depend on the API limits of both Kommo and Clio.
- Complex data transformations may require JavaScript knowledge.
- Custom fields in Kommo or Clio might need manual mapping.
