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Automatically add new ConvertKit subscribers to Clio as leads, and easily track email engagement within your legal CRM. With Latenode, customize the workflow with JavaScript and scale it affordably.
Connect ConvertKit and Clio in minutes with Latenode.
Create ConvertKit to Clio workflow
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Create a New Scenario to Connect ConvertKit and Clio
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 ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Clio will be your first step. To do this, click "Choose an app," find ConvertKit or Clio, and select the appropriate trigger to start the scenario.
Add the ConvertKit Node
Select the ConvertKit node from the app selection panel on the right.
ConvertKit
Configure the ConvertKit
Click on the ConvertKit node to configure it. You can modify the ConvertKit URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the ConvertKit node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
ConvertKit
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Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the ConvertKit and Clio 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 ConvertKit and Clio Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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ConvertKit
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ConvertKit, Clio, 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 ConvertKit and Clio integration works as expected. Depending on your setup, data should flow between ConvertKit and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ConvertKit + Clio + Google Sheets: When a new subscriber is added to ConvertKit, their information and lead source are captured. Then, the workflow searches for the corresponding client in Clio and adds relevant client data alongside the subscriber data to a Google Sheet for consolidated reporting.
Clio + ConvertKit + Slack: Upon adding a new client to Clio, the client is automatically added to a ConvertKit email sequence designed for onboarding. Subsequently, a customized welcome message is sent to the legal team via Slack, informing them of the new client and providing necessary details.
About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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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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How can I connect my ConvertKit account to Clio using Latenode?
To connect your ConvertKit account to Clio on Latenode, follow these steps:
Can I add new ConvertKit subscribers from Clio clients?
Yes, with Latenode! Automatically add new Clio clients as subscribers in ConvertKit, enriching your email list without manual data entry. Leverage Latenode’s no-code editor for simple setup.
What types of tasks can I perform by integrating ConvertKit with Clio?
Integrating ConvertKit with Clio allows you to perform various tasks, including:
HowdoIuseJavaScripttoenhanceConvertKitdatawithinLatenode?
Use JavaScript blocks in Latenode to transform ConvertKit data, create custom logic, and enrich subscriber profiles with advanced calculations and external API calls.
Are there any limitations to the ConvertKit and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: