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How to connect LiveChat and Clio
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Clio will be your first step. To do this, click "Choose an app," find LiveChat or Clio, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and Clio integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Clio
LiveChat + Clio + Slack: When a new client initiates a chat via LiveChat, a contact is automatically created in Clio. The legal team is then notified via a Slack channel about the new client contact.
Clio + LiveChat + Google Calendar: After a LiveChat conversation is completed, use information from Clio to schedule a follow-up meeting in Google Calendar. The event will reflect details collected during the LiveChat and stored in Clio.
LiveChat and Clio integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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.
Related categories
See how Latenode works
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FAQ LiveChat and Clio
How can I connect my LiveChat account to Clio using Latenode?
To connect your LiveChat account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat 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 LiveChat transcripts?
Yes, you can! Latenode lets you automate contact creation. No-code blocks and JavaScript code ensure accurate data transfer, saving time and improving client management.
What types of tasks can I perform by integrating LiveChat with Clio?
Integrating LiveChat with Clio allows you to perform various tasks, including:
- Create new Clio contacts from LiveChat transcripts automatically.
- Log LiveChat conversations as notes in Clio matters.
- Update client information in Clio based on LiveChat input.
- Trigger automated workflows in Clio from LiveChat events.
- Send custom reports from Clio to LiveChat agents.
HowscalableisLiveChatdatahandlingwithinLatenodeworkflows?
Latenode easily scales to handle large LiveChat data volumes. Its robust architecture and flexible code blocks maintain performance for growing needs.
Are there any limitations to the LiveChat and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time data sync depends on the API rate limits of both apps.
- Initial setup requires understanding of both LiveChat and Clio APIs.
