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How to connect Clio and Amazon SES
Create a New Scenario to Connect Clio and Amazon SES
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 Amazon SES will be your first step. To do this, click "Choose an app," find Clio or Amazon SES, 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 Amazon SES Node
Next, click the plus (+) icon on the Clio node, select Amazon SES from the list of available apps, and choose the action you need from the list of nodes within Amazon SES.
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Authenticate Amazon SES
Now, click the Amazon SES node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Amazon SES settings. Authentication allows you to use Amazon SES through Latenode.
Configure the Clio and Amazon SES 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 Amazon SES 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, Amazon SES, 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 Amazon SES integration works as expected. Depending on your setup, data should flow between Clio and Amazon SES (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 Amazon SES
Clio + Google Calendar + Amazon SES: When a new calendar entry is created in Clio, a corresponding event is created in Google Calendar. An email reminder about the event is then sent via Amazon SES before the scheduled time.
Amazon SES + Clio + Slack: When a new verified identity is added in Amazon SES, it triggers the creation of a new communication record in Clio. Then, a message is sent to a Slack channel notifying the team about the new communication logged against the case.
Clio and Amazon SES 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 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.
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See how Latenode works
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FAQ Clio and Amazon SES
How can I connect my Clio account to Amazon SES using Latenode?
To connect your Clio account to Amazon SES 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 Amazon SES accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate sending client invoice reminders?
Yes, you can! Latenode's visual editor makes it simple to automate invoice reminders via Amazon SES based on Clio data, saving time and ensuring timely payments.
What types of tasks can I perform by integrating Clio with Amazon SES?
Integrating Clio with Amazon SES allows you to perform various tasks, including:
- Automatically sending welcome emails to new Clio clients.
- Notifying team members about overdue invoices via email.
- Creating automated email campaigns based on client data in Clio.
- Sending secure document links to clients via Amazon SES.
- Generating and emailing regular case status updates.
HowsecureistheCliointegrationwithAmazonSESonLatenode?
Latenode uses secure authentication protocols for Clio and Amazon SES, ensuring your data is protected. You control all data access and permissions.
Are there any limitations to the Clio and Amazon SES integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachment sizes for emails are limited by Amazon SES's restrictions.
- The number of emails sent per day is governed by your Amazon SES sending limits.
- Complex data transformations may require JavaScript knowledge.
