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Automatically add new Clio clients to Campaign Monitor for targeted email marketing, scaling client engagement affordably on Latenode using usage-based pricing. Use JavaScript nodes to further personalize each message.
Connect Campaign Monitor and Clio in minutes with Latenode.
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Create a New Scenario to Connect Campaign Monitor 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 Campaign Monitor, triggered by another scenario, or executed manually (for testing purposes). In most cases, Campaign Monitor or Clio will be your first step. To do this, click "Choose an app," find Campaign Monitor or Clio, and select the appropriate trigger to start the scenario.
Add the Campaign Monitor Node
Select the Campaign Monitor node from the app selection panel on the right.
Campaign Monitor
Configure the Campaign Monitor
Click on the Campaign Monitor node to configure it. You can modify the Campaign Monitor 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 Campaign Monitor node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Campaign Monitor
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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.
Configure the Campaign Monitor 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 Campaign Monitor and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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Campaign Monitor
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Campaign Monitor, 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 Campaign Monitor and Clio integration works as expected. Depending on your setup, data should flow between Campaign Monitor and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Campaign Monitor + Google Sheets: When a new contact is added in Clio, their information is added as a new subscriber in Campaign Monitor, and a row is added to a Google Sheet to track client acquisition from marketing campaigns.
Clio + Campaign Monitor + Slack: When a new contact is created in Clio, the automation adds the contact to a Campaign Monitor list and sends a Slack message to the marketing team to update campaigns targeting new clients.
About Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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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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How can I connect my Campaign Monitor account to Clio using Latenode?
To connect your Campaign Monitor account to Clio on Latenode, follow these steps:
Can I automatically add new Clio clients to a Campaign Monitor list?
Yes, you can! Latenode automates this, eliminating manual data entry. New Clio clients are instantly added to Campaign Monitor, enabling immediate email marketing engagement.
What types of tasks can I perform by integrating Campaign Monitor with Clio?
Integrating Campaign Monitor with Clio allows you to perform various tasks, including:
How easily can I create segments in Campaign Monitor using Clio data?
Latenode simplifies this with its visual editor. Map Clio data fields to Campaign Monitor segments without code, creating highly targeted campaigns.
Are there any limitations to the Campaign Monitor and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: