.svg){kind=icon}
How to connect Clio and Mailjet
Create a New Scenario to Connect Clio and Mailjet
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 Mailjet will be your first step. To do this, click "Choose an app," find Clio or Mailjet, 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 Mailjet Node
Next, click the plus (+) icon on the Clio node, select Mailjet from the list of available apps, and choose the action you need from the list of nodes within Mailjet.
1
Clio
âš™
+
2
Mailjet
Authenticate Mailjet
Now, click the Mailjet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailjet settings. Authentication allows you to use Mailjet through Latenode.
Configure the Clio and Mailjet 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 Mailjet 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
Mailjet
1
Trigger on Webhook
âš™
2
Clio
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Clio, Mailjet, 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 Mailjet integration works as expected. Depending on your setup, data should flow between Clio and Mailjet (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 Mailjet
Clio + Mailjet + Google Sheets: When a new contact is created in Clio, their details are added to Mailjet as a contact. Then, the contact's information, along with the status of a welcome email sent via Mailjet, is logged into a Google Sheet.
Mailjet + Clio + Slack: When a new email event occurs in Mailjet (e.g., an email is opened or clicked) for a contact, the automation checks if that contact exists in Clio. If the contact exists in Clio, a notification is sent to a specified Slack channel alerting the legal team.
Clio and Mailjet 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 Mailjet
Use Mailjet in Latenode to automate email sending based on triggers from other apps. Update contact lists, send personalized campaigns, and track results—all without code. Connect Mailjet to your CRM, database, or e-commerce platform for automated workflows. Latenode provides the flexibility and scale to manage complex email automations efficiently, with no per-step cost limitations.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Clio and Mailjet
How can I connect my Clio account to Mailjet using Latenode?
To connect your Clio account to Mailjet 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 Mailjet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send personalized client welcome emails?
Yes, you can! Use Latenode to trigger Mailjet emails upon new Clio client creation. Leverage AI blocks to personalize each message, boosting engagement.
What types of tasks can I perform by integrating Clio with Mailjet?
Integrating Clio with Mailjet allows you to perform various tasks, including:
- Automatically add new Clio contacts to Mailjet contact lists.
- Send email confirmations when a Clio invoice is paid.
- Trigger email sequences for new clients added in Clio.
- Update Mailjet subscriber properties based on Clio client data.
- Send internal email alerts for important Clio events.
How do I map custom Clio fields to Mailjet custom fields on Latenode?
Latenode allows you to visually map any Clio field to Mailjet. Use JavaScript code blocks for advanced transformations and complex mappings.
Are there any limitations to the Clio and Mailjet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require manual configuration.
- Complex workflows with high API call volumes might need optimization.
- Attachments from Clio are not directly transferable to Mailjet.
