Mailerlite and Clio Integration

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Automatically add new Clio contacts to Mailerlite for targeted email marketing. Latenode’s visual editor simplifies complex workflows, while affordable pricing lets you scale client engagement without overspending on automation.

Swap Apps

Mailerlite

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mailerlite and Clio

Create a New Scenario to Connect Mailerlite 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 Mailerlite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailerlite or Clio will be your first step. To do this, click "Choose an app," find Mailerlite or Clio, and select the appropriate trigger to start the scenario.

Add the Mailerlite Node

Select the Mailerlite node from the app selection panel on the right.

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Mailerlite

Configure the Mailerlite

Click on the Mailerlite node to configure it. You can modify the Mailerlite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Mailerlite

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Connect Mailerlite

Sign In
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Run node once

Add the Clio Node

Next, click the plus (+) icon on the Mailerlite 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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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.

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Clio

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Connect Clio

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Run node once

Configure the Mailerlite 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.

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Clio Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Mailerlite 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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Save and Activate the Scenario

After configuring Mailerlite, 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 Mailerlite and Clio integration works as expected. Depending on your setup, data should flow between Mailerlite 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 Mailerlite and Clio

Mailerlite + Clio + Google Sheets: When a new contact is created in Clio, their information is added to Mailerlite and then recorded in a Google Sheet for unified reporting.

Clio + Mailerlite + Slack: Upon creating a new contact in Clio, the contact is added to a welcome email sequence in Mailerlite, and a notification is sent to a designated Slack channel.

Mailerlite and Clio integration alternatives

About Mailerlite

Use Mailerlite in Latenode to automate email marketing tasks. Add subscribers, send targeted campaigns, and track results based on triggers from your CRM, database, or e-commerce platform. Latenode’s visual editor and code blocks offer flexible control over message personalization and flow logic without complex coding or per-action pricing.

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.

See how Latenode works

FAQ Mailerlite and Clio

How can I connect my Mailerlite account to Clio using Latenode?

To connect your Mailerlite account to Clio on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Mailerlite and click on "Connect".
  • Authenticate your Mailerlite and Clio accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add new Clio clients to Mailerlite?

Yes, with Latenode, automatically adding new Clio clients to a Mailerlite group is simple. Latenode's visual editor makes it easy to sync data, saving time and ensuring consistent contact lists.

What types of tasks can I perform by integrating Mailerlite with Clio?

Integrating Mailerlite with Clio allows you to perform various tasks, including:

  • Add new Clio clients as subscribers in Mailerlite.
  • Update subscriber details in Mailerlite from Clio contact information.
  • Trigger email campaigns in Mailerlite upon new client creation in Clio.
  • Segment Mailerlite subscribers based on case types in Clio.
  • Send automated welcome emails to new Clio clients.

Can I use custom fields from Clio in my Mailerlite emails?

Yes, Latenode allows mapping of custom fields, ensuring personalized emails. Use data from Clio directly in Mailerlite for targeted campaigns.

Are there any limitations to the Mailerlite 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.
  • Rate limits of Mailerlite and Clio APIs may affect high-volume workflows.
  • Changes in the Mailerlite or Clio APIs may require workflow adjustments.

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