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Automatically generate polished legal documents in PDFMonkey from new client data in Clio. Latenode's visual editor and affordable execution pricing make document automation simple, scalable, and cost-effective, with optional custom code.
Connect PDFMonkey and Clio in minutes with Latenode.
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Create a New Scenario to Connect PDFMonkey 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 PDFMonkey, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDFMonkey or Clio will be your first step. To do this, click "Choose an app," find PDFMonkey or Clio, and select the appropriate trigger to start the scenario.
Add the PDFMonkey Node
Select the PDFMonkey node from the app selection panel on the right.
PDFMonkey
Configure the PDFMonkey
Click on the PDFMonkey node to configure it. You can modify the PDFMonkey URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the PDFMonkey node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
PDFMonkey
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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 PDFMonkey 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 PDFMonkey 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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PDFMonkey
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDFMonkey, 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 PDFMonkey and Clio integration works as expected. Depending on your setup, data should flow between PDFMonkey and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + PDFMonkey + Google Drive: When a document is generated in PDFMonkey, find the corresponding client in Clio and upload the document to a specific Google Drive folder associated with that client.
Clio + PDFMonkey + DocuSign: When a new contact is created in Clio, generate a contract using PDFMonkey and automatically send it to the new client via DocuSign for signature.
About PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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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 PDFMonkey account to Clio using Latenode?
To connect your PDFMonkey account to Clio on Latenode, follow these steps:
Can I automatically generate invoices in PDFMonkey from new Clio clients?
Yes, you can! Latenode lets you automate invoice generation when a new client is added to Clio. Enjoy faster client onboarding and consistent, professional documents.
What types of tasks can I perform by integrating PDFMonkey with Clio?
Integrating PDFMonkey with Clio allows you to perform various tasks, including:
Can I customize PDF templates dynamically using Clio data on Latenode?
Yes! Latenode enables advanced template customization via JavaScript and AI, allowing you to personalize PDFs with Clio data beyond simple field merging.
Are there any limitations to the PDFMonkey and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: