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How to connect Clio and Mailhook
Create a New Scenario to Connect Clio and Mailhook
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 Mailhook will be your first step. To do this, click "Choose an app," find Clio or Mailhook, 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 Mailhook Node
Next, click the plus (+) icon on the Clio node, select Mailhook from the list of available apps, and choose the action you need from the list of nodes within Mailhook.
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Authenticate Mailhook
Now, click the Mailhook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailhook settings. Authentication allows you to use Mailhook through Latenode.
Configure the Clio and Mailhook 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 Mailhook 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, Mailhook, 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 Mailhook integration works as expected. Depending on your setup, data should flow between Clio and Mailhook (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 Mailhook
Mailhook + Clio + Slack: When a new email is received by Mailhook, the email details are used to find the corresponding matter in Clio. A Slack message is then sent to notify the relevant team or individual about the email, ensuring prompt attention to the Clio matter.
Mailhook + Clio + Google Sheets: When a new email arrives in Mailhook, the subject and body are extracted. The system then attempts to identify the relevant Clio matter using information from the email. Finally, the email details along with the linked Clio matter are logged into a Google Sheet.
Clio and Mailhook 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 Mailhook
Use Mailhook in Latenode to instantly capture incoming emails and parse their contents into usable data. Trigger workflows on specific email events, like form submissions or order confirmations. Route parsed data to other apps, databases, or AI models for advanced processing. Automate email handling without code and scale as needed.
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FAQ Clio and Mailhook
How can I connect my Clio account to Mailhook using Latenode?
To connect your Clio account to Mailhook 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 Mailhook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger emails when a new Clio invoice is created?
Yes, you can! Latenode lets you automate this. When a new invoice appears in Clio, Mailhook sends a notification. Save time and keep clients updated automatically.
What types of tasks can I perform by integrating Clio with Mailhook?
Integrating Clio with Mailhook allows you to perform various tasks, including:
- Automatically send welcome emails to new Clio clients via Mailhook.
- Create email reports of Clio invoice statuses using Mailhook templates.
- Trigger Clio tasks when specific emails are received in Mailhook.
- Update Clio contact information based on Mailhook email interactions.
- Send automated reminders to clients with overdue Clio invoices.
How can I use custom JavaScript with my Clio data in Latenode?
Latenode enables you to transform Clio data using JavaScript for complex logic, then use it in Mailhook for highly personalized email campaigns.
Are there any limitations to the Clio and Mailhook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Bulk data processing from Clio might require optimized workflows for best performance.
- Mailhook’s email sending limits apply when sending large volumes of emails.
- Advanced Clio custom fields might require custom JavaScript for full integration.
