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How to connect Moco and Clio
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Clio will be your first step. To do this, click "Choose an app," find Moco or Clio, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Clio integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Clio
Moco + Clio + Google Calendar: When a new project (Watch Events) is created in Moco, automatically create a corresponding matter (Create Matter) in Clio and then create an event (Create Event) in Google Calendar to notify the team of the new project deadline.
Clio + Moco + Slack: When a new contact is added to Clio, automatically create a corresponding contact in Moco and notify the project manager in Slack via Direct Message.
Moco and Clio integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and Clio
How can I connect my Moco account to Clio using Latenode?
To connect your Moco account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio projects from new Moco projects?
Yes, you can! Latenode allows you to automate project creation, saving time and ensuring consistency. Triggered by new Moco projects, workflows instantly generate corresponding Clio projects.
What types of tasks can I perform by integrating Moco with Clio?
Integrating Moco with Clio allows you to perform various tasks, including:
- Syncing project time entries from Moco to Clio for accurate billing.
- Creating new Clio contacts from Moco customer data.
- Automatically updating Clio project statuses based on Moco project milestones.
- Generating invoices in Clio based on tracked time in Moco.
- Creating Moco projects when new clients are added in Clio.
How can I transform Moco data before sending it to Clio?
Latenode provides powerful data transformation tools using JavaScript code blocks, allowing you to reformat and customize Moco data before it reaches Clio.
Are there any limitations to the Moco and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Moco and Clio may require custom scripting.
- Advanced data mapping beyond basic fields may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Moco and Clio.
