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Automatically trigger new client onboarding in Clio when a website form is submitted via Netlify. Latenode's visual editor makes this complex workflow simple and affordable, letting you use JavaScript for total control and customization.
Connect Netlify and Clio in minutes with Latenode.
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Create a New Scenario to Connect Netlify 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 Netlify, triggered by another scenario, or executed manually (for testing purposes). In most cases, Netlify or Clio will be your first step. To do this, click "Choose an app," find Netlify or Clio, and select the appropriate trigger to start the scenario.
Add the Netlify Node
Select the Netlify node from the app selection panel on the right.
Netlify
Add the Clio Node
Next, click the plus (+) icon on the Netlify node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Netlify
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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 Netlify 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 Netlify 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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Netlify
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Netlify, 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 Netlify and Clio integration works as expected. Depending on your setup, data should flow between Netlify and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Netlify + Clio + Slack: When a new website deployment succeeds in Netlify, find the corresponding client matter in Clio, and then post a message in a designated Slack channel notifying the team with a link to the Clio matter.
Netlify + Clio + Google Sheets: When a new Netlify deployment succeeds, the project's details and related client data from Clio are logged in a Google Sheet for tracking and reporting purposes.
About Netlify
Use Netlify with Latenode to automate website deployments based on triggers from other apps. Update content, manage builds, and monitor site status directly within Latenode workflows. Simplify web development pipelines and connect them to your broader business processes using visual, scalable automation.
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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 Netlify account to Clio using Latenode?
To connect your Netlify account to Clio on Latenode, follow these steps:
Can I automatically update Clio when a Netlify deploy succeeds?
Yes, you can! Latenode's visual editor makes it easy to trigger Clio updates on successful Netlify deploys, keeping your project records in sync. Benefit from automated record keeping.
What types of tasks can I perform by integrating Netlify with Clio?
Integrating Netlify with Clio allows you to perform various tasks, including:
What Netlify events can trigger workflows within Latenode?
Netlify deploy succeeded, deploy failed, form submission, and new hook events can all trigger automations inside Latenode.
Are there any limitations to the Netlify and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: