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How to connect Missive and Clio
Create a New Scenario to Connect Missive 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 Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Clio will be your first step. To do this, click "Choose an app," find Missive or Clio, and select the appropriate trigger to start the scenario.
Add the Missive Node
Select the Missive node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Missive 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 Missive 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 Missive 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 Missive, 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 Missive and Clio integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Clio
Missive + Clio + Google Calendar: When a new email is received in Missive, a task is created in Clio. Then, a corresponding calendar entry is created in Google Calendar to schedule time for that task.
Clio + Missive + Slack: When a new contact is added to Clio, a welcome message is sent via Missive to that contact and a notification is sent to a designated Slack channel.
Missive and Clio integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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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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FAQ Missive and Clio
How can I connect my Missive account to Clio using Latenode?
To connect your Missive account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Missive conversations as Clio activities?
Yes, you can! Latenode allows you to automatically log Missive conversations as activities in Clio, saving time and ensuring all client communication is accurately tracked. Use our AI blocks to summarize key points.
What types of tasks can I perform by integrating Missive with Clio?
Integrating Missive with Clio allows you to perform various tasks, including:
- Create new Clio contacts from Missive conversations.
- Automatically update Clio client information based on Missive data.
- Log billable hours in Clio based on Missive correspondence.
- Trigger Missive notifications when a Clio invoice is paid.
- Sync Missive tasks with Clio project deadlines.
How can Latenode enhance my Missive workflow capabilities?
Latenode enables complex workflows with Missive using JavaScript, AI, and flexible logic, going beyond simple integrations. Scale automations as your business grows.
Are there any limitations to the Missive and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API availability of both apps.
- Complex workflows may require JavaScript coding for advanced customizations.
- File size limits may apply when transferring attachments between Missive and Clio.
