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Automatically create Clio contacts from Landbot.io conversations, streamlining client onboarding. Latenode's visual editor makes complex logic simple, while affordable pricing means scaling workflows won't break the bank.
Connect Landbot.io and Clio in minutes with Latenode.
Create Landbot.io to Clio workflow
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Create a New Scenario to Connect Landbot.io 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 Landbot.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Landbot.io or Clio will be your first step. To do this, click "Choose an app," find Landbot.io or Clio, and select the appropriate trigger to start the scenario.
Add the Landbot.io Node
Select the Landbot.io node from the app selection panel on the right.
Landbot.io
Configure the Landbot.io
Click on the Landbot.io node to configure it. You can modify the Landbot.io 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 Landbot.io node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Landbot.io
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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 Landbot.io 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 Landbot.io 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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Landbot.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Landbot.io, 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 Landbot.io and Clio integration works as expected. Depending on your setup, data should flow between Landbot.io and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Landbot.io + Clio + Google Sheets: When a new event is triggered in Landbot.io, the client's information is used to create a new contact in Clio. The details of this new contact are then logged in Google Sheets for reporting purposes.
Clio + Landbot.io + Slack: When a new Contact is created in Clio, initiate a Landbot.io conversation to collect additional details, then post a message in a designated Slack channel to notify the legal team.
About Landbot.io
Use Landbot.io in Latenode to build no-code chatbots, then connect them to your wider automation. Capture leads, qualify prospects, or provide instant support and trigger follow-up actions directly in your CRM, databases, or marketing tools. Latenode handles complex logic, scaling, and integrations without 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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How can I connect my Landbot.io account to Clio using Latenode?
To connect your Landbot.io account to Clio on Latenode, follow these steps:
Can I automatically create Clio contacts from new Landbot.io leads?
Yes, you can! Latenode simplifies this, letting you instantly add new Landbot.io leads as Clio contacts, saving time. Use visual logic and AI to ensure complete, accurate client info.
What types of tasks can I perform by integrating Landbot.io with Clio?
Integrating Landbot.io with Clio allows you to perform various tasks, including:
What Landbot.io events can trigger workflows within Latenode?
Latenode triggers workflows from new Landbot.io submissions, chatbot events, or custom webhooks. Add unlimited steps, AI logic, and JavaScript code.
Are there any limitations to the Landbot.io and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: