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Automatically create Clio contacts from new RD Station leads, ensuring seamless data flow between marketing and legal teams. Latenode's visual editor and affordable execution-based pricing make complex legal intake automation accessible and scalable.
Connect RD Station and Clio in minutes with Latenode.
Create RD Station to Clio workflow
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RD Station
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Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Clio will be your first step. To do this, click "Choose an app," find RD Station or Clio, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station 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 RD Station node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
RD Station
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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 RD Station 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 RD Station 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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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, 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 RD Station and Clio integration works as expected. Depending on your setup, data should flow between RD Station and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Clio + Google Sheets: When a new lead conversion occurs in RD Station, create a new contact in Clio and then add the contact's information to a new row in Google Sheets.
Clio + RD Station + Slack: When a new matter (case) is created in Clio, add the contact associated with the matter to RD Station and notify the legal team in Slack about the new matter.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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 RD Station account to Clio using Latenode?
To connect your RD Station account to Clio on Latenode, follow these steps:
Can I automatically update Clio contacts from new RD Station leads?
Yes, you can! Latenode's visual editor makes mapping data between RD Station and Clio simple, ensuring your contact information stays synchronized, saving time and improving accuracy.
What types of tasks can I perform by integrating RD Station with Clio?
Integrating RD Station with Clio allows you to perform various tasks, including:
Can I use JavaScript code to transform data between RD Station and Clio?
Yes! Latenode lets you use JavaScript to customize data transformation, handling complex data mappings RD Station and Clio may require.
Are there any limitations to the RD Station and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: