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How to connect Launch27 and Clio
Create a New Scenario to Connect Launch27 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 Launch27, triggered by another scenario, or executed manually (for testing purposes). In most cases, Launch27 or Clio will be your first step. To do this, click "Choose an app," find Launch27 or Clio, and select the appropriate trigger to start the scenario.
Add the Launch27 Node
Select the Launch27 node from the app selection panel on the right.
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Configure the Launch27
Click on the Launch27 node to configure it. You can modify the Launch27 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 Launch27 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 Launch27 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 Launch27 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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Clio
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Launch27, 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 Launch27 and Clio integration works as expected. Depending on your setup, data should flow between Launch27 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 Launch27 and Clio
Launch27 + Clio + QuickBooks: When a new booking is created in Launch27, an invoice is created in Clio and a matching invoice record is created in QuickBooks.
Clio + Launch27 + Google Calendar: When a new calendar entry is created in Clio (e.g., a consultation), a cleaner booking is created via Launch27, and the event is added to Google Calendar.
Launch27 and Clio integration alternatives
About Launch27
Automate Launch27 booking & service management within Latenode. Create flows that sync bookings with calendars, trigger follow-ups based on booking status, or generate reports. Use Latenode's visual builder & JS node for custom logic, connecting Launch27 data to other apps without code limits. Scale operations with affordable, usage-based pricing.
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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 Launch27 and Clio
How can I connect my Launch27 account to Clio using Latenode?
To connect your Launch27 account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Launch27 and click on "Connect".
- Authenticate your Launch27 and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Clio after a Launch27 booking?
Yes! Latenode lets you automate invoice creation in Clio after a booking in Launch27. Save time and ensure accurate billing with custom workflows and advanced logic.
What types of tasks can I perform by integrating Launch27 with Clio?
Integrating Launch27 with Clio allows you to perform various tasks, including:
- Automatically creating Clio contacts from new Launch27 bookings.
- Updating client information in Clio based on Launch27 booking updates.
- Triggering follow-up tasks in Clio after a Launch27 service is completed.
- Generating custom reports combining booking and legal case data.
- Syncing appointment details between Launch27 and Clio calendars.
Can I use JavaScript to transform data between Launch27 and Clio?
Yes, you can! Latenode allows you to use JavaScript code blocks to tailor data transformation, ensuring seamless integration and compatibility.
Are there any limitations to the Launch27 and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript coding skills.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom field mapping requires precise configuration for accurate data transfer.
