Salesforce and Clio Integration

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

Add the Salesforce Node

Select the Salesforce node from the app selection panel on the right.

Configure the Salesforce

Click on the Salesforce node to configure it. You can modify the Salesforce 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 Salesforce node, select Clio from the list of available apps, and choose the action you need from the list of nodes within 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 Salesforce 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 Salesforce 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.

Save and Activate the Scenario

After configuring Salesforce, 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 Salesforce and Clio integration works as expected. Depending on your setup, data should flow between Salesforce and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.