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How to connect Pipefy and Clio
Create a New Scenario to Connect Pipefy 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 Pipefy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipefy or Clio will be your first step. To do this, click "Choose an app," find Pipefy or Clio, and select the appropriate trigger to start the scenario.
Add the Pipefy Node
Select the Pipefy node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Pipefy 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 Pipefy 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 Pipefy 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 Pipefy, 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 Pipefy and Clio integration works as expected. Depending on your setup, data should flow between Pipefy 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 Pipefy and Clio
Pipefy + Clio + Google Calendar: When a new card is created in Pipefy, particularly for scheduling court dates, an event is automatically created in both Clio and Google Calendar to ensure all parties are aware of the scheduled date.
Clio + Pipefy + Slack: When a case's status changes in Clio, the corresponding project's card in Pipefy is updated to reflect the change. A notification is then sent to a designated Slack channel, keeping the team informed of the case's progress.
Pipefy and Clio integration alternatives
About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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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 Pipefy and Clio
How can I connect my Pipefy account to Clio using Latenode?
To connect your Pipefy account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pipefy and click on "Connect".
- Authenticate your Pipefy and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Pipefy project updates to Clio clients?
Yes, you can! Latenode lets you map data fields ensuring seamless updates. Keep client records in Clio current based on real-time Pipefy project milestones, saving time and errors.
What types of tasks can I perform by integrating Pipefy with Clio?
Integrating Pipefy with Clio allows you to perform various tasks, including:
- Create Clio contacts from new leads captured in Pipefy.
- Update Clio client information when a Pipefy deal stage changes.
- Generate Clio tasks upon the completion of specific Pipefy project phases.
- Automatically log billable hours in Clio based on Pipefy project timelines.
- Trigger Pipefy workflows when new client matters are created in Clio.
How does Latenode handle complex conditional logic between Pipefy and Clio?
Latenode’s visual editor allows you to implement advanced conditional logic using no-code blocks, JavaScript, or AI, tailoring workflows to your exact needs.
Are there any limitations to the Pipefy 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 might need JavaScript transformations.
- Rate limits of Pipefy and Clio APIs apply.
