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Automatically create Clio matters from new Nimble deals, ensuring seamless data flow between sales and legal. Latenode’s no-code editor and affordable execution-based pricing allows flexible legal workflow automations for all your clients.
Connect Nimble and Clio in minutes with Latenode.
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Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Clio will be your first step. To do this, click "Choose an app," find Nimble or Clio, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
Nimble
Add the Clio Node
Next, click the plus (+) icon on the Nimble node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Nimble
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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 Nimble 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 Nimble 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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Nimble
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Nimble, 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 Nimble and Clio integration works as expected. Depending on your setup, data should flow between Nimble and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Nimble + Clio + Slack: When a new contact is added to Nimble, a new client is created in Clio. Then, a notification is sent to the legal team's Slack channel.
Clio + Nimble + QuickBooks: When a new case (matter) is created in Clio, a new contact is created in Nimble and a customer is created in QuickBooks.
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter 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 Nimble account to Clio using Latenode?
To connect your Nimble account to Clio on Latenode, follow these steps:
Can I automatically create Clio matters from new Nimble deals?
Yes, you can! Latenode lets you automate matter creation, reducing manual data entry. Sync new Nimble deals and instantly generate Clio matters for streamlined legal workflows and improved efficiency.
What types of tasks can I perform by integrating Nimble with Clio?
Integrating Nimble with Clio allows you to perform various tasks, including:
Can I use JavaScript functions to transform data between Nimble and Clio?
Yes! Latenode allows you to use JavaScript code blocks to transform and format data, ensuring seamless data mapping between Nimble and Clio’s different data structures.
Are there any limitations to the Nimble and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: