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How to connect Clio and Mailmodo
Create a New Scenario to Connect Clio and Mailmodo
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 Mailmodo will be your first step. To do this, click "Choose an app," find Clio or Mailmodo, 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 Mailmodo Node
Next, click the plus (+) icon on the Clio node, select Mailmodo from the list of available apps, and choose the action you need from the list of nodes within Mailmodo.
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Authenticate Mailmodo
Now, click the Mailmodo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailmodo settings. Authentication allows you to use Mailmodo through Latenode.
Configure the Clio and Mailmodo 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 Mailmodo 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Mailmodo, 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 Mailmodo integration works as expected. Depending on your setup, data should flow between Clio and Mailmodo (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 Mailmodo
Mailmodo + Clio + Google Sheets: When a contact interacts with a Mailmodo email (e.g., opens, clicks), the automation finds the corresponding contact in Clio. It then adds a row to a Google Sheet with the contact details and engagement information, providing a log for reporting.
Mailmodo + Clio + Slack: When a contact interacts with a Mailmodo email, the automation searches for the corresponding contact in Clio. Upon finding the contact, it sends a notification to a designated Slack channel with the contact's information and details about the email interaction, enabling faster follow-up.
Clio and Mailmodo 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 Mailmodo
Use Mailmodo in Latenode to automate transactional emails and marketing campaigns directly from your workflows. Trigger personalized emails based on CRM updates, e-commerce events, or data transformations. Latenode lets you control Mailmodo with logic, AI, and custom scripts, while avoiding per-step pricing. Optimize your outreach with a visual builder.
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FAQ Clio and Mailmodo
How can I connect my Clio account to Mailmodo using Latenode?
To connect your Clio account to Mailmodo 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 Mailmodo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send personalized email campaigns after a new case is created?
Yes, using Latenode, trigger Mailmodo campaigns when new cases are created in Clio. This ensures immediate and personalized client communication, improving engagement.
What types of tasks can I perform by integrating Clio with Mailmodo?
Integrating Clio with Mailmodo allows you to perform various tasks, including:
- Automatically add new Clio contacts to Mailmodo email lists.
- Send personalized welcome emails to new Clio clients via Mailmodo.
- Update contact information in Mailmodo when it changes in Clio.
- Trigger follow-up email sequences in Mailmodo based on Clio case status.
- Send client satisfaction surveys via Mailmodo after case resolution in Clio.
What Clio data can I access and use within Latenode workflows?
You can access client details, case information, documents, and billing data. Leverage this information in your automations for enhanced efficiency.
Are there any limitations to the Clio and Mailmodo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex conditional logic may require JavaScript for advanced filtering.
- Rate limits apply based on your Clio and Mailmodo subscription plans.
