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How to connect Klaviyo and Clio
Create a New Scenario to Connect Klaviyo 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 Klaviyo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Klaviyo or Clio will be your first step. To do this, click "Choose an app," find Klaviyo or Clio, and select the appropriate trigger to start the scenario.
Add the Klaviyo Node
Select the Klaviyo node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Klaviyo node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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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 Klaviyo 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 Klaviyo and Clio 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 Klaviyo, 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 Klaviyo and Clio integration works as expected. Depending on your setup, data should flow between Klaviyo and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Klaviyo and Clio
Klaviyo + Clio + Google Sheets: This automation tracks email campaign performance from Klaviyo. When a new campaign is created in Klaviyo, the campaign details are extracted and added to a Google Sheet alongside associated client data pulled from Clio.
Clio + Klaviyo + QuickBooks: When a new contact is added in Clio, the automation adds the contact to a specified list in Klaviyo for email marketing. It also creates a new customer entry and an initial invoice for the new client in QuickBooks.
Klaviyo and Clio integration alternatives
About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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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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FAQ Klaviyo and Clio
How can I connect my Klaviyo account to Clio using Latenode?
To connect your Klaviyo account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Klaviyo and click on "Connect".
- Authenticate your Klaviyo and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Clio client details from Klaviyo events?
Yes, you can! Latenode's flexible data mapping lets you trigger Clio updates based on Klaviyo email interactions, ensuring your client data is always current and accurate, boosting efficiency.
What types of tasks can I perform by integrating Klaviyo with Clio?
Integrating Klaviyo with Clio allows you to perform various tasks, including:
- Add new Clio clients from Klaviyo subscriber lists.
- Update Clio contact information based on Klaviyo email activity.
- Trigger personalized email campaigns in Klaviyo from Clio updates.
- Create Clio tasks when new subscribers join a Klaviyo list.
- Sync Klaviyo unsubscribe events to prevent further Clio contact.
What data security measures does Latenode use for Klaviyo?
Latenode employs advanced encryption and secure authentication protocols to protect your Klaviyo and Clio data during integration and workflow execution.
Are there any limitations to the Klaviyo and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data synchronization depends on API rate limits.
- Large data volumes may impact workflow execution speed.
