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How to connect Monday and Clio
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Clio will be your first step. To do this, click "Choose an app," find Monday or Clio, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Clio integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Clio
Clio + Monday + Slack: When a new contact is added in Clio, a corresponding project is created in Monday. Then, a notification is sent to a Slack channel to inform the team about the new project.
Clio + Monday + Google Calendar: When a new task is created in Clio, use it to create an item in Monday. When the due date for the Monday item is updated, a corresponding meeting is scheduled in Google Calendar, using relevant client information from Clio.
Monday and Clio integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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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Monday + Clio integration
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FAQ Monday and Clio
How can I connect my Monday account to Clio using Latenode?
To connect your Monday account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio clients from new Monday leads?
Yes, you can! Latenode allows you to automate client creation, saving time. Use our visual editor to map Monday lead details to Clio client profiles, adding custom logic and AI enhancements.
What types of tasks can I perform by integrating Monday with Clio?
Integrating Monday with Clio allows you to perform various tasks, including:
- Create Clio clients when new projects are created in Monday.
- Update Monday project statuses based on Clio matter progress.
- Sync contact information between Monday and Clio automatically.
- Generate Monday tasks from new Clio billable events.
- Track billable hours from Clio within Monday project dashboards.
HowcanIutilizeJavaScriptfunctionsforMondaydataonLatenode?
Latenode allows you to use JavaScript to transform Monday data before sending it to Clio, enabling complex calculations and data formatting not possible with standard no-code tools.
Are there any limitations to the Monday and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript for advanced customizations.
- Initial data synchronization may require manual mapping for large datasets.
- API rate limits of Monday and Clio might affect high-volume workflows.
