.svg){kind=icon}
How to connect Clio and Cleverreach
Create a New Scenario to Connect Clio and Cleverreach
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 Cleverreach will be your first step. To do this, click "Choose an app," find Clio or Cleverreach, 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.
+
1
Clio
Add the Cleverreach Node
Next, click the plus (+) icon on the Clio node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
1
Clio
âš™
+
2
Cleverreach
Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Clio and Cleverreach 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 Cleverreach 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Cleverreach
1
Trigger on Webhook
âš™
2
Clio
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Cleverreach, 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 Cleverreach integration works as expected. Depending on your setup, data should flow between Clio and Cleverreach (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 Cleverreach
Cleverreach + Google Sheets + Clio: When a new campaign is sent in Cleverreach, its details, along with subscriber interaction data, will be added to a Google Sheet. The Google Sheet data can then be used to inform communication strategies within Clio.
Clio + Cleverreach + Zoom: When a new contact is created in Clio, their information will be used to add them as a subscriber in Cleverreach. Subsequently, a Zoom meeting invite for new legal services announcements will be automatically created, and the meeting details will be sent to the newly added subscriber in Cleverreach.
Clio and Cleverreach 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.
Related categories
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Cleverreach
How can I connect my Clio account to Cleverreach using Latenode?
To connect your Clio account to Cleverreach 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 Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Clio clients to Cleverreach?
Yes, you can! Latenode’s visual editor simplifies this. Automatically add new Clio clients as Cleverreach subscribers, ensuring consistent communication and streamlined marketing efforts.
What types of tasks can I perform by integrating Clio with Cleverreach?
Integrating Clio with Cleverreach allows you to perform various tasks, including:
- Add new Clio clients to a specific Cleverreach email list.
- Update Cleverreach subscriber information when Clio client details change.
- Trigger email campaigns in Cleverreach based on events in Clio.
- Segment Clio clients in Cleverreach based on client type.
- Send personalized welcome emails via Cleverreach to new Clio clients.
How secure is my Clio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring your Clio data remains protected during integrations.
Are there any limitations to the Clio and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding.
- Large data transfers might experience processing delays.
- Custom fields in Clio may need manual mapping in Latenode.
