Clio and Sendy integration
Automate Clio + Sendy workflows
Connect Clio and Sendy with powerful automation workflows. Sync client data from your legal practice to email campaigns, automate client communications, and streamline marketing processes without manual data entry or custom code.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Sendy — 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 Sendy
Add Sendy 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 + Sendy automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Sendy
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Sendy. 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 Sendy
Sendy is a self-hosted email newsletter application that allows you to send bulk emails via Amazon SES, significantly reducing the cost of email marketing. With features like subscriber management, customizable templates, and powerful analytics, Sendy enables you to create, send, and track email campaigns efficiently and effectively. Enjoy complete control over your data while benefiting from a truly affordable email marketing solution.
Learn morePopular Sendy pairs
Start automating Clio + Sendy today
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