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How to connect Signnow and Clio
Create a New Scenario to Connect Signnow 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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or Clio will be your first step. To do this, click "Choose an app," find Signnow or Clio, and select the appropriate trigger to start the scenario.
Add the Signnow Node
Select the Signnow node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Signnow 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 Signnow 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 Signnow 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 Signnow, 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 Signnow and Clio integration works as expected. Depending on your setup, data should flow between Signnow 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 Signnow and Clio
Signnow + Clio + Google Sheets: When a document is signed in Signnow, extract relevant data and create or update a contact in Clio. Then, add a row to a Google Sheet to track the signed document details, including client information from Clio.
Clio + Signnow + Slack: When a new contact is created in Clio, automatically send a signature request via Signnow using a pre-defined template. After the signature request is sent, post a notification in a designated Slack channel to inform the legal team.
Signnow and Clio integration alternatives
About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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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 Signnow and Clio
How can I connect my Signnow account to Clio using Latenode?
To connect your Signnow account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Signnow and click on "Connect".
- Authenticate your Signnow and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Clio contacts after a Signnow document is signed?
Yes, you can! Latenode’s visual editor makes this simple. Automatically update contact details in Clio based on data extracted from signed Signnow documents, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Signnow with Clio?
Integrating Signnow with Clio allows you to perform various tasks, including:
- Automatically send signed contracts from Signnow to specific Clio client folders.
- Create new Clio contacts from Signnow form submissions.
- Trigger Signnow signature requests when a new matter is created in Clio.
- Update Clio matter statuses when a document is fully executed in Signnow.
- Archive signed documents in Clio and send notifications via email or Slack.
How does Latenode handle Signnow webhooks for real-time updates?
Latenode efficiently manages Signnow webhooks, enabling you to instantly trigger workflows based on document events, avoiding delays in your automated processes.
Are there any limitations to the Signnow and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Signnow features might require custom JavaScript code.
- Initial setup requires a basic understanding of both Signnow and Clio APIs.
- Large volumes of concurrent operations may require optimized workflow design.
