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How to connect Motion and Clio
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Clio will be your first step. To do this, click "Choose an app," find Motion or Clio, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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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Save and Activate the Scenario
After configuring Motion, 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 Motion and Clio integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Clio
Motion + Clio + Google Calendar: When a task is created or updated in Motion, create a corresponding calendar entry in Clio and then sync that entry to Google Calendar to ensure all meetings are centrally visible.
Clio + Motion + Slack: When a task is updated in Clio, create a corresponding task in Motion and notify the legal team about the update via Slack. This helps ensure the team is aware of changes and can manage tasks effectively.
Motion and Clio integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Clio
How can I connect my Motion account to Clio using Latenode?
To connect your Motion account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio when Motion tasks are completed?
Yes! Latenode enables real-time updates, ensuring Clio always reflects the latest Motion task statuses. Keep clients informed and reduce manual data entry effortlessly.
What types of tasks can I perform by integrating Motion with Clio?
Integrating Motion with Clio allows you to perform various tasks, including:
- Create Clio tasks automatically when new projects start in Motion.
- Update Clio client information based on Motion project details.
- Generate reports in Clio based on time tracked in Motion.
- Sync Motion meeting outcomes to Clio client communication logs.
- Trigger Motion project updates when new client invoices are created in Clio.
Can I trigger Motion projects from Clio client updates automatically?
Yes, with Latenode, trigger Motion projects directly from Clio. Automate workflows and eliminate manual project creation with ease.
Are there any limitations to the Motion and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires admin privileges for both Motion and Clio.
- Complex data transformations may require custom JavaScript coding.
- Real-time syncing depends on the API availability of both apps.
