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How to connect Ortto and Clio
Create a New Scenario to Connect Ortto 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Clio will be your first step. To do this, click "Choose an app," find Ortto or Clio, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Ortto 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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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 Ortto 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 Ortto 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Ortto, 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 Ortto and Clio integration works as expected. Depending on your setup, data should flow between Ortto 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 Ortto and Clio
Ortto + Clio + Google Sheets: When a new activity event occurs in Ortto, indicating a qualified lead, a new contact is created in Clio. The contact details and the associated Ortto activity data are then logged in a Google Sheet for reporting.
Clio + Ortto + Slack: When a new contact is created in Clio, they are automatically added to a specific engagement campaign in Ortto. The legal team is then notified in a designated Slack channel about the new client and their addition to the campaign.
Ortto and Clio integration alternatives
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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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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See how Latenode works
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FAQ Ortto and Clio
How can I connect my Ortto account to Clio using Latenode?
To connect your Ortto account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Clio clients to Ortto?
Yes, you can! Latenode's visual editor simplifies syncing Clio clients to Ortto, ensuring your marketing is always up-to-date with the latest client information, saving you time and improving targeting.
What types of tasks can I perform by integrating Ortto with Clio?
Integrating Ortto with Clio allows you to perform various tasks, including:
- Automatically adding new Clio contacts to Ortto as leads.
- Triggering Ortto campaigns when a new case is created in Clio.
- Updating contact information in Ortto based on Clio updates.
- Creating Clio tasks from Ortto campaign activity.
- Segmenting Ortto audiences based on Clio case statuses.
How does Latenode handle Ortto data transformations?
Latenode offers powerful data transformation tools, including JavaScript code blocks, ensuring seamless data mapping and manipulation between Ortto and Clio.
Are there any limitations to the Ortto and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex field mappings may necessitate JavaScript for data transformation.
- API rate limits of Ortto and Clio may affect high-volume data sync.
