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

Add the Realgeeks Node
Select the Realgeeks node from the app selection panel on the right.

Realgeeks
Configure the Realgeeks
Click on the Realgeeks node to configure it. You can modify the Realgeeks 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 Realgeeks 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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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 Realgeeks 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 Realgeeks 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.

JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Realgeeks
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Realgeeks, 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 Realgeeks and Clio integration works as expected. Depending on your setup, data should flow between Realgeeks 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 Realgeeks and Clio
Realgeeks + Clio + Google Sheets: When a new lead is created in Realgeeks, a new contact and matter are created in Clio, and the lead's information is added to a Google Sheet for tracking and reporting.
Clio + Realgeeks + Slack: When a new matter (case) is created in Clio, retrieve the corresponding agent from Realgeeks using lead data. Then, send a notification to that agent in Slack, informing them of the new case.
Realgeeks and Clio integration alternatives
About Realgeeks
Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.
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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
FAQ Realgeeks and Clio
How can I connect my Realgeeks account to Clio using Latenode?
To connect your Realgeeks account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Realgeeks and click on "Connect".
- Authenticate your Realgeeks and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio matters from new Realgeeks leads?
Yes, you can! Latenode allows real-time lead syncing, triggering Clio matter creation. Instantly streamline client intake, saving hours and minimizing manual data entry.
What types of tasks can I perform by integrating Realgeeks with Clio?
Integrating Realgeeks with Clio allows you to perform various tasks, including:
- Automatically create new Clio contacts from Realgeeks leads.
- Update Clio contact information when Realgeeks lead details change.
- Log Realgeeks lead activity as notes in Clio matters.
- Trigger email campaigns in Realgeeks based on Clio matter stages.
- Generate reports combining Realgeeks lead data and Clio billing information.
HowsecureistheRealgeekstoClioconnectiononLatenode?
Latenode uses secure authentication protocols and encryption to protect your data when connecting Realgeeks and Clio, ensuring confidentiality and compliance.
Are there any limitations to the Realgeeks and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Realgeeks and Clio may require manual setup.
- Complex custom fields in Realgeeks might need custom JavaScript mapping.
- The integration relies on the APIs provided by Realgeeks and Clio, and their limitations.