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How to connect Clio and ActiveCampaign
Create a New Scenario to Connect Clio and ActiveCampaign
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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or ActiveCampaign will be your first step. To do this, click "Choose an app," find Clio or ActiveCampaign, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the ActiveCampaign Node
Next, click the plus (+) icon on the Clio node, select ActiveCampaign from the list of available apps, and choose the action you need from the list of nodes within ActiveCampaign.
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Authenticate ActiveCampaign
Now, click the ActiveCampaign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ActiveCampaign settings. Authentication allows you to use ActiveCampaign through Latenode.
Configure the Clio and ActiveCampaign 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 Clio and ActiveCampaign 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 Clio, ActiveCampaign, 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 Clio and ActiveCampaign integration works as expected. Depending on your setup, data should flow between Clio and ActiveCampaign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and ActiveCampaign
Clio + ActiveCampaign + Slack: When a new contact is added in Clio, a contact is created or updated in ActiveCampaign. Then a notification is sent to a Slack channel to inform the sales team about the new client.
ActiveCampaign + Clio + Google Sheets: When a new or updated contact is created in ActiveCampaign, a new client record is created in Clio. The information about the new client record creation is then logged to a Google Sheet.
Clio and ActiveCampaign integration alternatives
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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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.
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See how Latenode works
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FAQ Clio and ActiveCampaign
How can I connect my Clio account to ActiveCampaign using Latenode?
To connect your Clio account to ActiveCampaign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and ActiveCampaign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Clio clients to ActiveCampaign?
Yes, Latenode lets you instantly add new Clio clients as ActiveCampaign contacts. Benefit from immediate, automated marketing and client nurturing sequences.
What types of tasks can I perform by integrating Clio with ActiveCampaign?
Integrating Clio with ActiveCampaign allows you to perform various tasks, including:
- Adding new Clio clients to ActiveCampaign lists.
- Updating ActiveCampaign contact information from Clio.
- Triggering email campaigns based on Clio matter statuses.
- Segmenting ActiveCampaign contacts based on Clio data.
- Creating Clio tasks from new ActiveCampaign form submissions.
Can I filter Clio data before it goes to ActiveCampaign?
Yes, Latenode provides filtering blocks and JavaScript steps, so you only sync contacts that meet specific criteria, improving list quality.
Are there any limitations to the Clio and ActiveCampaign 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 custom JavaScript code.
- API rate limits of Clio and ActiveCampaign may affect high-volume workflows.
