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How to connect ManyChat and Clio
Create a New Scenario to Connect ManyChat 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 ManyChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, ManyChat or Clio will be your first step. To do this, click "Choose an app," find ManyChat or Clio, and select the appropriate trigger to start the scenario.
Add the ManyChat Node
Select the ManyChat node from the app selection panel on the right.
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Configure the ManyChat
Click on the ManyChat node to configure it. You can modify the ManyChat 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 ManyChat 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 ManyChat 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 ManyChat 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 ManyChat, 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 ManyChat and Clio integration works as expected. Depending on your setup, data should flow between ManyChat 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 ManyChat and Clio
ManyChat + Clio + Google Sheets: When a new or updated custom field is detected in ManyChat, a new contact is created in Clio. Finally, a new row is added to a Google Sheet to log the interaction.
Clio + ManyChat + Slack: When a new case is opened in Clio (specifically, a new Matter is created), a personalized welcome message is sent via ManyChat to the client. The legal team also receives a notification in a designated Slack channel.
ManyChat and Clio integration alternatives
About ManyChat
Use ManyChat in Latenode to automate personalized messaging based on triggers from other apps. Sync contact data, manage chatbot flows based on CRM updates, or route leads to sales teams via Slack. Build flexible, scalable marketing automation without complex coding or per-step fees using Latenode’s visual editor.
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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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See how Latenode works
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FAQ ManyChat and Clio
How can I connect my ManyChat account to Clio using Latenode?
To connect your ManyChat account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ManyChat and click on "Connect".
- Authenticate your ManyChat 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 ManyChat leads?
Yes, with Latenode, automatically create Clio contacts from ManyChat. This streamlined integration saves time, ensuring all leads captured via ManyChat are efficiently managed in Clio, enhanced by Latenode's no-code logic.
What types of tasks can I perform by integrating ManyChat with Clio?
Integrating ManyChat with Clio allows you to perform various tasks, including:
- Create new Clio contacts from new ManyChat subscribers automatically.
- Update contact information in Clio based on ManyChat interactions.
- Send personalized legal service updates from Clio via ManyChat.
- Trigger Clio tasks when specific actions occur in ManyChat.
- Track lead sources from ManyChat within Clio for better insights.
Can I use custom JavaScript code within my ManyChat-Clio workflow?
Yes, Latenode enables custom JavaScript integration within ManyChat-Clio workflows, offering unmatched flexibility for complex data transformations and logic far beyond simple no-code options.
Are there any limitations to the ManyChat and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- The integration relies on the APIs provided by ManyChat and Clio.
- Large data volumes can impact workflow execution time.
