How to connect Microsoft SQL Server and Clio
Create a New Scenario to Connect Microsoft SQL Server 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 Microsoft SQL Server, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SQL Server or Clio will be your first step. To do this, click "Choose an app," find Microsoft SQL Server or Clio, and select the appropriate trigger to start the scenario.

Add the Microsoft SQL Server Node
Select the Microsoft SQL Server node from the app selection panel on the right.


Microsoft SQL Server

Configure the Microsoft SQL Server
Click on the Microsoft SQL Server node to configure it. You can modify the Microsoft SQL Server 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 Microsoft SQL Server node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.


Microsoft SQL Server
⚙

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 Microsoft SQL Server 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 Microsoft SQL Server 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.

JavaScript
⚙
AI Anthropic Claude 3
⚙

Clio
Trigger on Webhook
⚙

Microsoft SQL Server
⚙
⚙
Iterator
⚙
Webhook response


Save and Activate the Scenario
After configuring Microsoft SQL Server, 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 Microsoft SQL Server and Clio integration works as expected. Depending on your setup, data should flow between Microsoft SQL Server 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 Microsoft SQL Server and Clio
Clio + Microsoft SQL Server + Slack: When a new contact is created in Clio, the information is backed up to a Microsoft SQL Server database. A notification with the contact's details is then sent to a designated Slack channel for the legal team.
Clio + Microsoft SQL Server + QuickBooks: When a new matter (legal case) is created in Clio, the details are backed up to a Microsoft SQL Server database. Simultaneously, a new customer record is created in QuickBooks to manage billing and accounting for the new case.
Microsoft SQL Server and Clio integration alternatives

About Microsoft SQL Server
Use Microsoft SQL Server in Latenode to automate database tasks. Directly query, update, or insert data in response to triggers. Sync SQL data with other apps; simplify data pipelines for reporting and analytics. Build automated workflows without complex coding to manage databases efficiently and scale operations.
Similar apps
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
FAQ Microsoft SQL Server and Clio
How can I connect my Microsoft SQL Server account to Clio using Latenode?
To connect your Microsoft SQL Server account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft SQL Server and click on "Connect".
- Authenticate your Microsoft SQL Server and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync client data between Microsoft SQL Server and Clio?
Yes, you can! Latenode's visual editor simplifies data synchronization, allowing you to keep client information consistent across both Microsoft SQL Server and Clio effortlessly.
What types of tasks can I perform by integrating Microsoft SQL Server with Clio?
Integrating Microsoft SQL Server with Clio allows you to perform various tasks, including:
- Automatically back up Clio contacts to a Microsoft SQL Server database.
- Create new Clio clients from Microsoft SQL Server entries.
- Update client details in Clio when changes occur in Microsoft SQL Server.
- Trigger custom reports in Microsoft SQL Server based on Clio activity.
- Monitor legal case status in Clio and update corresponding SQL records.
HowsecureisMicrosoftSQLServerdatatransferinLatenode?
Latenode uses encrypted connections and secure data handling practices to protect your Microsoft SQL Server and Clio data during transfer and processing.
Are there any limitations to the Microsoft SQL Server and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex SQL queries may require custom JavaScript blocks for optimal performance.
- Real-time synchronization is subject to API rate limits of both Microsoft SQL Server and Clio.
- Large data transfers might impact workflow execution time.