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Automatically create Clio matters from new NetHunt deals, or update client info across both platforms. Latenode's visual editor and JavaScript support unlocks deeper customization while keeping costs low.
Connect NetHunt and Clio in minutes with Latenode.
Create NetHunt to Clio workflow
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Create a New Scenario to Connect NetHunt 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 NetHunt, triggered by another scenario, or executed manually (for testing purposes). In most cases, NetHunt or Clio will be your first step. To do this, click "Choose an app," find NetHunt or Clio, and select the appropriate trigger to start the scenario.
Add the NetHunt Node
Select the NetHunt node from the app selection panel on the right.
NetHunt
Add the Clio Node
Next, click the plus (+) icon on the NetHunt node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
NetHunt
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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 NetHunt 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 NetHunt 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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NetHunt
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NetHunt, 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 NetHunt and Clio integration works as expected. Depending on your setup, data should flow between NetHunt and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NetHunt + Clio + Google Calendar: When a new contact is created in NetHunt, a corresponding contact is created in Clio. Then, when a new meeting is scheduled in NetHunt and associated with that contact, a calendar event is created in Google Calendar.
NetHunt + Clio + Slack: When a new record is created or updated in NetHunt, and a new matter (legal case) is created in Clio associated with that NetHunt record, a notification is sent to a designated Slack channel to inform the sales team about the new legal case.
About NetHunt
Sync NetHunt CRM with Latenode to automate sales processes. Update deals, create tasks, or send personalized emails based on triggers. Latenode’s visual editor and flexible tools mean no-code data routing and AI-powered lead qualification — build scalable sales flows without complex scripts.
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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 NetHunt account to Clio using Latenode?
To connect your NetHunt account to Clio on Latenode, follow these steps:
Can I automatically create Clio matters from new NetHunt deals?
Yes, you can! Latenode's visual editor allows you to easily create automated workflows, streamlining client onboarding and ensuring no deal is missed in your legal practice.
What types of tasks can I perform by integrating NetHunt with Clio?
Integrating NetHunt with Clio allows you to perform various tasks, including:
Can I use custom fields from NetHunt in my Clio automations?
Yes, Latenode supports using custom fields from both NetHunt and Clio, offering highly customized and granular automation workflows tailored to your specific needs.
Are there any limitations to the NetHunt and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: