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Automatically create Clio client profiles from new Magento orders, centralizing customer data for streamlined billing and case management. Latenode’s visual editor and affordable pay-by-execution pricing make scaling this automation effortless, adding custom logic using JavaScript where needed.
Connect Magento and Clio in minutes with Latenode.
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Create a New Scenario to Connect Magento 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 Magento, triggered by another scenario, or executed manually (for testing purposes). In most cases, Magento or Clio will be your first step. To do this, click "Choose an app," find Magento or Clio, and select the appropriate trigger to start the scenario.
Add the Magento Node
Select the Magento node from the app selection panel on the right.
Magento
Add the Clio Node
Next, click the plus (+) icon on the Magento node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Magento
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Clio
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 Magento 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 Magento and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Magento
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Magento, 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 Magento and Clio integration works as expected. Depending on your setup, data should flow between Magento and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Magento + Clio + QuickBooks: When a new customer places an order in Magento, their information is used to create a new contact in Clio, and a corresponding customer is created in QuickBooks for billing purposes.
Clio + Magento + Slack: When a new contact is created in Clio, if that contact places a new order in Magento, a message is sent to a Slack channel to notify the legal team of a potential new service need from an existing client.
About Magento
Automate Magento tasks in Latenode. Sync product data, track orders, manage customers across your systems without code. Connect Magento to CRMs, marketing tools, and accounting software to streamline e-commerce operations. Use AI to personalize offers and segment audiences. Latenode’s visual editor makes automation simple, scalable, and cost-effective.
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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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How can I connect my Magento account to Clio using Latenode?
To connect your Magento account to Clio on Latenode, follow these steps:
Can I automatically create Clio matters from new Magento orders?
Yes, you can! Latenode allows you to automate matter creation in Clio when a new order is placed in Magento, saving time and ensuring accurate record-keeping.
What types of tasks can I perform by integrating Magento with Clio?
Integrating Magento with Clio allows you to perform various tasks, including:
What Magento data can I access within Latenode workflows?
You can access customer data, order details, product catalogs, and shipment information, allowing for detailed automation logic.
Are there any limitations to the Magento and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: