OneSignal and Clio Integration

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Automatically send targeted OneSignal push notifications for new Clio client matters or tasks. Latenode's visual editor and affordable execution-based pricing makes client communication workflows efficient and scalable.

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OneSignal

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OneSignal and Clio

Create a New Scenario to Connect OneSignal 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 OneSignal, triggered by another scenario, or executed manually (for testing purposes). In most cases, OneSignal or Clio will be your first step. To do this, click "Choose an app," find OneSignal or Clio, and select the appropriate trigger to start the scenario.

Add the OneSignal Node

Select the OneSignal node from the app selection panel on the right.

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OneSignal

Configure the OneSignal

Click on the OneSignal node to configure it. You can modify the OneSignal URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect OneSignal

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the OneSignal 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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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.

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Clio

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Connect Clio

Sign In

Run node once

Configure the OneSignal 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.

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Select an action *

Select

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The action ID

Run node once

Set Up the OneSignal 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 OneSignal, 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 OneSignal and Clio integration works as expected. Depending on your setup, data should flow between OneSignal 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 OneSignal and Clio

OneSignal + Clio + Slack: When a new notification is created in OneSignal indicating a new client, a new contact is created in Clio. Then a Slack message is sent to a designated channel notifying the team about the new client.

Clio + Google Calendar + OneSignal: When a task is completed in Clio, a corresponding event is created in Google Calendar. OneSignal sends a push notification to the assigned user to confirm the event.

OneSignal and Clio integration alternatives

About OneSignal

Use OneSignal in Latenode to automate targeted push notifications. Create flows that trigger messages based on user behavior, data changes, or scheduled events. Optimize engagement by connecting OneSignal to your CRM, analytics, and marketing tools for personalized, automated campaigns.

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.

See how Latenode works

FAQ OneSignal and Clio

How can I connect my OneSignal account to Clio using Latenode?

To connect your OneSignal account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select OneSignal and click on "Connect".
  • Authenticate your OneSignal and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger notifications for new Clio clients?

Yes, easily! Use Latenode to watch for new clients in Clio and automatically send a welcome notification via OneSignal. Benefit from real-time engagement, boosted by Latenode's instant triggers.

What types of tasks can I perform by integrating OneSignal with Clio?

Integrating OneSignal with Clio allows you to perform various tasks, including:

  • Send push notifications for upcoming court dates.
  • Alert clients about new document uploads.
  • Notify staff of urgent client messages.
  • Send payment reminders via push notification.
  • Update clients on case status changes.

What OneSignal events trigger Latenode workflows with Clio integration?

Latenode triggers workflows on events like new OneSignal subscriptions or notification deliveries. This facilitates automation for immediate, relevant Clio updates.

Are there any limitations to the OneSignal and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data import from OneSignal to Clio may require custom scripting.
  • Advanced segmentation in OneSignal may need JavaScript for complex Clio data mapping.
  • Bulk operations might be subject to rate limits imposed by OneSignal or Clio APIs.

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