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Automatically create new Clio clients from successful Recruitee hires. Latenode’s visual editor and affordable execution-based pricing makes streamlining onboarding effortless. Add custom logic with JavaScript to tailor each step.
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Recruitee
Clio
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Create a New Scenario to Connect Recruitee 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 Recruitee, triggered by another scenario, or executed manually (for testing purposes). In most cases, Recruitee or Clio will be your first step. To do this, click "Choose an app," find Recruitee or Clio, and select the appropriate trigger to start the scenario.
Add the Recruitee Node
Select the Recruitee node from the app selection panel on the right.
Recruitee
Configure the Recruitee
Click on the Recruitee node to configure it. You can modify the Recruitee 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 Recruitee node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Recruitee
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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 Recruitee 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 Recruitee 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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Recruitee
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Recruitee, 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 Recruitee and Clio integration works as expected. Depending on your setup, data should flow between Recruitee and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Recruitee + Clio + Slack: When a new candidate is added in Recruitee, a new contact is created in Clio to manage their legal paperwork, and a notification is sent to the legal team in Slack to inform them of the new hire.
Recruitee + Google Calendar + Clio: When a candidate's stage is updated in Recruitee, an interview is scheduled in Google Calendar and a corresponding calendar entry is created in Clio to track the appointment.
About Recruitee
Automate your hiring process with Recruitee in Latenode. Trigger workflows on new applications to screen candidates, send automated messages, and update other systems. Connect Recruitee to HR tools for seamless data flow and custom talent pipelines. Simplify recruiting tasks using Latenode's visual editor and scaling options.
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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 Recruitee account to Clio using Latenode?
To connect your Recruitee account to Clio on Latenode, follow these steps:
Can I automatically update Clio when a candidate is hired in Recruitee?
Yes, with Latenode. Automatically update Clio client information upon successful Recruitee hires, streamlining onboarding and ensuring accurate records with our visual workflow builder.
What types of tasks can I perform by integrating Recruitee with Clio?
Integrating Recruitee with Clio allows you to perform various tasks, including:
Can I use JavaScript functions to transform data between Recruitee and Clio?
Yes, Latenode allows you to use JavaScript functions to customize data transformations, ensuring seamless compatibility between Recruitee and Clio's data structures.
Are there any limitations to the Recruitee and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: