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Automate legal client onboarding by connecting Moxie to Clio. With Latenode, easily sync client data across platforms, trigger workflows based on case status, and use JavaScript for advanced field mapping, all at an affordable pay-per-execution price.
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Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Clio will be your first step. To do this, click "Choose an app," find Moxie or Clio, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
Moxie
Add the Clio Node
Next, click the plus (+) icon on the Moxie node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Moxie
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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 Moxie 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 Moxie and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Moxie
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Clio integration works as expected. Depending on your setup, data should flow between Moxie and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Moxie + Clio + QuickBooks: When a new client is created in Moxie, a corresponding contact is created in Clio. Following this, a new customer entry is created in QuickBooks to streamline billing.
Clio + Moxie + Google Calendar: When a new calendar entry is created in Clio, it's synced to Moxie by creating a task. Simultaneously, a Google Calendar event is created to ensure all team members are aware of the schedule.
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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How can I connect my Moxie account to Clio using Latenode?
To connect your Moxie account to Clio on Latenode, follow these steps:
Can I sync new Moxie chats to Clio as case notes?
Yes, you can! Latenode lets you automate this. Every new Moxie chat transcript can be added to the relevant Clio case file, saving time and ensuring complete documentation.
What types of tasks can I perform by integrating Moxie with Clio?
Integrating Moxie with Clio allows you to perform various tasks, including:
Can I trigger workflows based on Moxie chat transcripts in Latenode?
Yes! Latenode lets you use advanced logic or AI to analyze chat transcripts and trigger workflows in Clio or other apps based on content.
Are there any limitations to the Moxie and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: