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How to connect LeadMagic and Clio
Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or Clio will be your first step. To do this, click "Choose an app," find LeadMagic or Clio, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
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Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic 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 LeadMagic 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 LeadMagic 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 LeadMagic 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 LeadMagic, 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 LeadMagic and Clio integration works as expected. Depending on your setup, data should flow between LeadMagic 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 LeadMagic and Clio
LeadMagic + Clio + Google Sheets: When a new lead is identified in LeadMagic using the Profile Search action, a new contact is created in Clio. The details of the lead and its source are then added to a Google Sheet for tracking and analysis.
Clio + LeadMagic + Slack: When a new contact is created in Clio, the contact's email is used to find their B2B profile in LeadMagic. A notification containing the contact's name and LeadMagic profile link is then sent to a specified Slack channel.
LeadMagic and Clio integration alternatives
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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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 LeadMagic and Clio
How can I connect my LeadMagic account to Clio using Latenode?
To connect your LeadMagic account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LeadMagic and click on "Connect".
- Authenticate your LeadMagic and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new LeadMagic leads?
Yes, you can! Latenode lets you automate this, instantly creating contacts in Clio whenever new leads appear in LeadMagic. This saves time and ensures no lead is missed.
What types of tasks can I perform by integrating LeadMagic with Clio?
Integrating LeadMagic with Clio allows you to perform various tasks, including:
- Automatically creating new Clio contacts from qualified LeadMagic leads.
- Updating contact information in Clio based on LeadMagic data changes.
- Triggering Clio tasks when a lead reaches a specific stage in LeadMagic.
- Generating personalized legal documents using LeadMagic lead data within Clio.
- Syncing communication logs between LeadMagic and Clio for better client context.
How easily can I filter LeadMagic data before it reaches Clio?
Very easily! Latenode's visual editor and JavaScript blocks allow fine-grained filtering based on any LeadMagic field before updating Clio.
Are there any limitations to the LeadMagic and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both LeadMagic and Clio.
- Complex data transformations may require some JavaScript coding knowledge.
- Large data migrations might require optimization for efficient processing.
