Amazon SES and Clio Integration

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Automatically send personalized legal updates via Amazon SES based on case milestones tracked in Clio. Latenode's visual editor and JavaScript support enable custom notification logic and affordable scaling for any volume.

Swap Apps

Amazon SES

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Amazon SES and Clio

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

Add the Amazon SES Node

Select the Amazon SES node from the app selection panel on the right.

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Amazon SES

Configure the Amazon SES

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

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Amazon SES

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Connect Amazon SES

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Amazon SES 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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Amazon SES

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Clio

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Connect Clio

Sign In

Run node once

Configure the Amazon SES 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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The action ID

Run node once

Set Up the Amazon SES 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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AI Anthropic Claude 3

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Clio

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Trigger on Webhook

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Iterator

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Save and Activate the Scenario

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

Clio + Slack: Monitors email communications related to clients within Clio. Failed email notifications trigger an alert in Slack, prompting immediate review by the legal team.

Clio + Amazon SES + Google Sheets: A new client is added to Clio. This event triggers a welcome email sent via Amazon SES, and the event is logged in a Google Sheet for tracking purposes.

Amazon SES and Clio integration alternatives

About Amazon SES

Automate email sending with Amazon SES in Latenode. Send transactional emails, notifications, and marketing campaigns within your automated workflows. Use Latenode's visual editor to connect SES to other apps, add conditional logic, and handle bounces – simplifying email management and scaling your communication flows without 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 Amazon SES and Clio

How can I connect my Amazon SES account to Clio using Latenode?

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

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

Can I automate sending invoices via Amazon SES upon a new closed case in Clio?

Yes, you can! Latenode's visual editor makes it easy to trigger automated invoice emails. Save time and ensure clients receive billing promptly with no-code workflow design.

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

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

  • Automatically send welcome emails to new Clio clients via Amazon SES.
  • Log email sends in Clio as notes related to specific contacts.
  • Trigger email follow-ups based on case status updates in Clio.
  • Send SMS notifications via Amazon SES for upcoming appointments.
  • Generate and email reports on case progress from Clio data.

What security measures does Latenode have for my Amazon SES credentials?

Latenode uses advanced encryption and secure storage for all credentials, ensuring your Amazon SES and Clio data remains safe during automation processes.

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

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

  • Complex HTML email templates may require advanced configuration.
  • Rate limits on Amazon SES and Clio APIs can affect workflow speed.
  • Attachments size is limited by Amazon SES's maximum payload.

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