Trigger
ActiveTrail and Clio integration
Automate ActiveTrail + Clio workflows
Sync ActiveTrail contacts and campaigns directly with Clio to automate client communication, streamline case management, and eliminate manual data entry between your marketing and legal practice workflows.
Free plan availableNo credit cardDeploy in 5 min
Capabilities
Triggers & Actions
Every event and operation available when connecting ActiveTrail and Clio — from both apps.
Trigger
Contact Added via Landing Page (Instant)
Trigger
Contact Removed from Group (Instant)
Trigger
Contact Unsubscribed (Instant)
Trigger
Contact Updated (Instant)
Trigger
Activities Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
Connect ActiveTrail
Authenticate ActiveTrail in Latenode's Credentials panel. You'll need access to your ActiveTrail account and permissions to create connections.
02
Connect Clio
Add Clio credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your ActiveTrail + Clio automation
Choose a trigger and an action to build your workflow.
When this happens in ActiveTrail...
...do this in Clio
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between ActiveTrail and Clio. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About ActiveTrail
ActiveTrail is a versatile marketing automation platform designed to enhance customer engagement and streamline email marketing efforts. It offers customizable email templates, automated campaigns, and advanced segmentation tools to target specific audiences effectively. With features like landing page creation, SMS marketing, and detailed analytics, ActiveTrail enables businesses to optimize their marketing strategies and improve conversion rates, all from an intuitive dashboard.
Learn moreAbout Clio
Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.
Learn moreStart automating ActiveTrail + Clio today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Get started freeFree plan · No credit card · 5-minute setup