ActiveCampaign and Clio Integration

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Automatically add new Clio clients to ActiveCampaign for targeted email marketing. Latenode's no-code editor makes complex contact list segmentation easy, while affordable execution-based pricing helps scaling firms.

Swap Apps

ActiveCampaign

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ActiveCampaign and Clio

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

Add the ActiveCampaign Node

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

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ActiveCampaign

Configure the ActiveCampaign

Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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ActiveCampaign

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Connect ActiveCampaign

Sign In
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Run node once

Add the Clio Node

Next, click the plus (+) icon on the ActiveCampaign 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.

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Clio

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Run node once

Configure the ActiveCampaign 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.

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Clio Oauth 2.0

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Run node once

Set Up the ActiveCampaign 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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Save and Activate the Scenario

After configuring ActiveCampaign, 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 ActiveCampaign and Clio integration works as expected. Depending on your setup, data should flow between ActiveCampaign 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 ActiveCampaign and Clio

ActiveCampaign + Clio + Google Sheets: When a new contact is added to a specific list in ActiveCampaign, the automation creates a corresponding contact in Clio and adds a row to a Google Sheet to track the new lead.

Clio + ActiveCampaign + Slack: When a new contact is created in Clio, sourced from an ActiveCampaign campaign via a specific tag, a notification is sent to a designated Slack channel to alert the sales team.

ActiveCampaign and Clio integration alternatives

About ActiveCampaign

Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.

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.

See how Latenode works

FAQ ActiveCampaign and Clio

How can I connect my ActiveCampaign account to Clio using Latenode?

To connect your ActiveCampaign account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ActiveCampaign and click on "Connect".
  • Authenticate your ActiveCampaign and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead nurturing after a new case in Clio?

Yes, you can! Latenode enables automated workflows, triggering personalized ActiveCampaign sequences when a new case is created in Clio. Improve client engagement and efficiency.

What types of tasks can I perform by integrating ActiveCampaign with Clio?

Integrating ActiveCampaign with Clio allows you to perform various tasks, including:

  • Add new Clio clients to ActiveCampaign as contacts.
  • Trigger email campaigns based on Clio case milestones.
  • Update ActiveCampaign deals when a Clio invoice is paid.
  • Sync contact information between ActiveCampaign and Clio.
  • Create Clio tasks when a new lead is added in ActiveCampaign.

How does Latenode handle complex ActiveCampaign segment logic?

Latenode provides advanced JavaScript blocks and AI to build sophisticated ActiveCampaign segments based on data from Clio, allowing for precise targeting.

Are there any limitations to the ActiveCampaign and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration requires manual configuration.
  • Complex data transformations may require JavaScript coding.
  • Real-time sync depends on ActiveCampaign and Clio API availability.

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