Trigger
Connect CleverReach email marketing with Clio legal practice management to automatically sync client contacts, trigger targeted campaigns from case data, and streamline client communication workflows without manual data entry.
Capabilities
Every event and operation available when connecting Cleverreach and Clio — from both apps.
Setup
No developer needed. From credentials to live workflow in under 10 minutes.
Authenticate Cleverreach in Latenode's Credentials panel. You'll need access to your Cleverreach account and permissions to create connections.
Add Clio credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Choose a trigger and an action to build your workflow.
Yes! Latenode provides a native integration between Cleverreach and Clio. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Start from either hub, then mix triggers and actions with the rest of your stack.
Cleverreach is an intuitive email marketing platform designed to help businesses of all sizes create, send, and analyze their email campaigns effortlessly. With a user-friendly drag-and-drop editor, customizable templates, and advanced segmentation options, Cleverreach enables users to target specific audiences effectively. The platform also offers powerful automation features, real-time analytics, and integrations with various applications to optimize marketing efforts and enhance customer engagement. Whether you're looking to boost sales or nurture leads, Cleverreach provides the tools necessary to elevate your email marketing strategy.
Learn moreClio 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.
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