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How to connect Lark and Clio
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Clio will be your first step. To do this, click "Choose an app," find Lark or Clio, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Clio integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Clio
Lark + Clio + Google Calendar: When a new message is received in a Lark group chat indicating a meeting request, an event is created in Google Calendar and then a corresponding calendar entry is created in Clio.
Clio + Lark + Slack: When a new task is created in Clio, a summary of the task is sent to a specific channel in Lark and Slack for team discussion.
Lark and Clio integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Clio
How can I connect my Lark account to Clio using Latenode?
To connect your Lark account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically post Clio updates to a Lark channel?
Yes, you can! Latenode allows you to trigger Lark messages whenever a new case is updated in Clio, ensuring seamless real-time team collaboration. Use our no-code blocks or JavaScript for even greater control.
What types of tasks can I perform by integrating Lark with Clio?
Integrating Lark with Clio allows you to perform various tasks, including:
- Send Lark channel notifications for new Clio client creation.
- Create Clio tasks from messages in a specific Lark channel.
- Post daily summaries of Clio activity to a Lark group.
- Update Clio client information based on Lark form submissions.
- Alert a Lark channel when a Clio invoice becomes overdue.
How does Latenode handle file attachments between Lark and Clio?
Latenode can parse file attachments from Lark and upload them to Clio, or vice-versa, using built-in file parsing or custom JavaScript logic.
Are there any limitations to the Lark and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Clio custom fields might require custom JavaScript for mapping.
- Large file transfers between Lark and Clio may be subject to rate limits.
- Initial setup requires admin access to both Lark and Clio accounts.
