Clio and Mautic integration
Automate Clio + Mautic workflows
Connect Clio and Mautic to automate client communications and streamline legal practice workflows. Sync contacts, trigger marketing campaigns from case events, and nurture leads while managing cases—all without manual data entry.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Mautic — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect Mautic
Add Mautic credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + Mautic automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Mautic
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Mautic. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Clio
Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.
Learn moreAbout Mautic
Mautic is an open-source marketing automation platform that empowers businesses to create, manage, and optimize their marketing campaigns. With features like lead management, email marketing, landing page creation, and multi-channel campaign tracking, Mautic allows users to engage customers effectively across various touchpoints. Its robust analytics provide insights into campaign performance, helping marketers refine strategies and enhance customer relationships.
Learn moreStart automating Clio + Mautic today
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