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How to connect Lexoffice and Clio
Create a New Scenario to Connect Lexoffice 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 Lexoffice, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lexoffice or Clio will be your first step. To do this, click "Choose an app," find Lexoffice or Clio, and select the appropriate trigger to start the scenario.
Add the Lexoffice Node
Select the Lexoffice node from the app selection panel on the right.
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Configure the Lexoffice
Click on the Lexoffice node to configure it. You can modify the Lexoffice 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 Lexoffice 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 Lexoffice 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 Lexoffice 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 Lexoffice, 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 Lexoffice and Clio integration works as expected. Depending on your setup, data should flow between Lexoffice 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 Lexoffice and Clio
Clio + Lexoffice + Google Sheets: Track billable hours from Clio, record payments in Lexoffice, and summarize financial data in a Google Sheet. This flow starts by listing bills in Clio, then retrieves vouchers in Lexoffice, and finally adds a row to a Google Sheet with summarized financial data.
Clio + Lexoffice + Slack: When a new contact is added to Clio, create an invoice in Lexoffice and notify the accounting team in Slack. This flow starts when a new contact is created in Clio, it then creates a voucher in Lexoffice and sends a message to a Slack channel.
Lexoffice and Clio integration alternatives
About Lexoffice
Automate accounting tasks by connecting Lexoffice to Latenode. Automatically create invoices, track expenses, or update customer data based on triggers from other apps. Latenode lets you build custom workflows around Lexoffice without code, adding features like advanced data validation or conditional logic that Lexoffice lacks natively.
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 Lexoffice and Clio
How can I connect my Lexoffice account to Clio using Latenode?
To connect your Lexoffice account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lexoffice and click on "Connect".
- Authenticate your Lexoffice and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from Clio case data?
Yes, you can! Latenode allows you to automate invoice creation in Lexoffice using Clio data. This eliminates manual data entry and ensures accurate billing, saving you time.
What types of tasks can I perform by integrating Lexoffice with Clio?
Integrating Lexoffice with Clio allows you to perform various tasks, including:
- Automatically creating Lexoffice contacts from new Clio clients.
- Generating invoices in Lexoffice when a case is closed in Clio.
- Syncing payment information from Lexoffice to Clio matters.
- Creating Lexoffice expense entries from Clio case-related expenses.
- Updating client details in Lexoffice when changes occur in Clio.
HowsecureistheLexofficeintegrationonLatenode?
Latenode uses secure authentication protocols to protect your data. Your Lexoffice and Clio credentials are encrypted and never stored directly.
Are there any limitations to the Lexoffice and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time data synchronization depends on API availability.
- Custom field mapping requires careful configuration.
