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How to connect Clio and Sendinblue
Create a New Scenario to Connect Clio and Sendinblue
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 Sendinblue will be your first step. To do this, click "Choose an app," find Clio or Sendinblue, 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 Sendinblue Node
Next, click the plus (+) icon on the Clio node, select Sendinblue from the list of available apps, and choose the action you need from the list of nodes within Sendinblue.
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Authenticate Sendinblue
Now, click the Sendinblue node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendinblue settings. Authentication allows you to use Sendinblue through Latenode.
Configure the Clio and Sendinblue 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 Sendinblue 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, Sendinblue, 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 Sendinblue integration works as expected. Depending on your setup, data should flow between Clio and Sendinblue (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 Sendinblue
Clio + Google Calendar + Sendinblue: When a new calendar entry is created in Clio, automatically create an event in Google Calendar. Then, use Sendinblue to send a notification to the client related to the court date.
Sendinblue + Clio + Slack: When a new contact is added in Sendinblue, create a new client profile in Clio. Finally, post a message to a designated Slack channel to alert the team of the new client.
Clio and Sendinblue 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 Sendinblue
Automate email marketing and SMS campaigns using Sendinblue in Latenode. Trigger targeted communications based on data from any source. Easily manage contacts, personalize messages, and track results within automated workflows. Connect it to your CRM or database and optimize lead nurturing without complex coding.
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See how Latenode works
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FAQ Clio and Sendinblue
How can I connect my Clio account to Sendinblue using Latenode?
To connect your Clio account to Sendinblue 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 Sendinblue accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns for new Clio clients?
Yes, you can! Latenode lets you trigger Sendinblue campaigns when new clients are added in Clio. Automate onboarding and engagement, saving time and improving client experience.
What types of tasks can I perform by integrating Clio with Sendinblue?
Integrating Clio with Sendinblue allows you to perform various tasks, including:
- Automatically adding new Clio clients to a Sendinblue contact list.
- Sending personalized welcome emails via Sendinblue to new Clio clients.
- Updating contact information in Sendinblue based on changes in Clio.
- Creating tasks in Clio when a specific email is opened in Sendinblue.
- Segmenting Clio contacts in Sendinblue based on case types.
How does Latenode enhance Clio automation capabilities?
Latenode extends Clio by enabling advanced logic, custom JavaScript functions, and AI-powered steps for smarter, more personalized automation flows.
Are there any limitations to the Clio and Sendinblue integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual configuration.
- Complex data transformations may require custom JavaScript code.
- Rate limits of Clio and Sendinblue APIs apply.
