Patreon and Clio Integration

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Automatically add new Patreon supporters to Clio as clients and track their membership tier as a custom field. Latenode gives you total control with JavaScript and affordable execution-based pricing.

Swap Apps

Patreon

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Patreon and Clio

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

Add the Patreon Node

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

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Patreon

Configure the Patreon

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

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Patreon

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Connect Patreon

Sign In
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Run node once

Add the Clio Node

Next, click the plus (+) icon on the Patreon 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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Patreon

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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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Patreon

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Clio

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Connection *

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Connect Clio

Sign In
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Run node once

Configure the Patreon 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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Connect Clio

Clio Oauth 2.0

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Select an action *

Select

Map

The action ID

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Run node once

Set Up the Patreon 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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Webhook response

Save and Activate the Scenario

After configuring Patreon, 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 Patreon and Clio integration works as expected. Depending on your setup, data should flow between Patreon 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 Patreon and Clio

Patreon + Discord bot: When a new member joins a Patreon campaign, they are automatically assigned a specific role within a Discord server, granting them access to exclusive channels and content.

Clio + Patreon + Google Sheets: Track new Patreon members and Clio contacts. When a new member joins Patreon or a new contact is added to Clio, the data is added to a Google Sheet to analyze client/patron engagement and content performance.

Patreon and Clio integration alternatives

About Patreon

Automate Patreon workflows in Latenode. Get notified about new patrons, manage membership tiers, and sync data to other apps. Trigger personalized email campaigns, update spreadsheets, and manage Discord roles automatically when someone joins or changes their pledge, without manual work. Extend Patreon’s capabilities with no-code logic or JavaScript for custom actions.

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 Patreon and Clio

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

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

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

Can I automatically create Clio clients from new Patreon members?

Yes, using Latenode's visual editor, you can automate client creation. This saves time and ensures accurate record-keeping, all without writing code.

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

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

  • Create new Clio clients from new Patreon patrons.
  • Update client information in Clio based on Patreon tier changes.
  • Trigger project creation in Clio for high-value Patreon members.
  • Send invoices via Clio for Patreon subscriptions automatically.
  • Track Patreon revenue against Clio project budgets.

How can I filter Patreon patrons by membership tier within Latenode flows?

Latenode’s data filtering allows you to segment Patreon patrons based on their tier, ensuring accurate data in your Clio workflows.

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

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

  • Historical Patreon data prior to integration might not be accessible.
  • Complex Clio custom fields may require advanced configuration.
  • Rate limits imposed by Patreon and Clio APIs may affect performance.

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