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How to connect Clio and Brevo (Sendinblue)
Create a New Scenario to Connect Clio and Brevo (Sendinblue)
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 Brevo (Sendinblue) will be your first step. To do this, click "Choose an app," find Clio or Brevo (Sendinblue), 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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Clio
Add the Brevo (Sendinblue) Node
Next, click the plus (+) icon on the Clio node, select Brevo (Sendinblue) from the list of available apps, and choose the action you need from the list of nodes within Brevo (Sendinblue).
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Authenticate Brevo (Sendinblue)
Now, click the Brevo (Sendinblue) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Brevo (Sendinblue) settings. Authentication allows you to use Brevo (Sendinblue) through Latenode.
Configure the Clio and Brevo (Sendinblue) 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 Brevo (Sendinblue) 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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Brevo (Sendinblue)
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Trigger on Webhook
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Clio
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Save and Activate the Scenario
After configuring Clio, Brevo (Sendinblue), 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 Brevo (Sendinblue) integration works as expected. Depending on your setup, data should flow between Clio and Brevo (Sendinblue) (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 Brevo (Sendinblue)
Clio + Google Sheets + Brevo (Sendinblue): When a new contact is created in Clio, their information is added to a Google Sheet. Then, Brevo (Sendinblue) sends them a welcome email sequence.
Brevo (Sendinblue) + Clio + Slack: When a contact opens an email sent via Brevo (Sendinblue) that uses a transactional trigger, the contact's information from Clio is used to send a notification in Slack.
Clio and Brevo (Sendinblue) 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 Brevo (Sendinblue)
Automate email marketing and SMS within Latenode. Connect Brevo (Sendinblue) to your workflows to trigger campaigns based on events in other apps. Enrich contact data, segment audiences, and personalize messages with Latenode's data manipulation and AI nodes. Ditch manual tasks; build scalable marketing automation at a fraction of the cost.
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See how Latenode works
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FAQ Clio and Brevo (Sendinblue)
How can I connect my Clio account to Brevo (Sendinblue) using Latenode?
To connect your Clio account to Brevo (Sendinblue) 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 Brevo (Sendinblue) accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Clio clients to Brevo?
Yes, you can! Latenode allows seamless synchronization, automatically adding new Clio clients to Brevo. Nurture leads and boost engagement with automated email campaigns.
What types of tasks can I perform by integrating Clio with Brevo (Sendinblue)?
Integrating Clio with Brevo (Sendinblue) allows you to perform various tasks, including:
- Create Brevo contacts when new clients are added in Clio.
- Trigger email sequences in Brevo based on Clio case milestones.
- Update contact information in Brevo when client details change in Clio.
- Segment Brevo contacts based on Clio client categories.
- Send personalized welcome emails to new Clio clients via Brevo.
How secure is my Clio data when using Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Clio data during integration and automation.
Are there any limitations to the Clio and Brevo (Sendinblue) integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex field mappings might need JavaScript for advanced transformations.
- Rate limits of the Clio and Brevo (Sendinblue) APIs still apply.
