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Automatically create Clio contacts from parsed emails using Mailhook. Latenode's visual editor and JavaScript functions let you perfectly format and filter data, while affordable pricing scales with your firm's growth.
Connect Mailhook and Clio in minutes with Latenode.
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Create a New Scenario to Connect Mailhook 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 Mailhook, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailhook or Clio will be your first step. To do this, click "Choose an app," find Mailhook or Clio, and select the appropriate trigger to start the scenario.
Add the Mailhook Node
Select the Mailhook node from the app selection panel on the right.
Mailhook
Configure the Mailhook
Click on the Mailhook node to configure it. You can modify the Mailhook 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 Mailhook node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Mailhook
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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 Mailhook 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 Mailhook 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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Mailhook
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Mailhook, 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 Mailhook and Clio integration works as expected. Depending on your setup, data should flow between Mailhook and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Mailhook + Clio + Slack: When a new email arrives in Mailhook, if the email is related to a case in Clio (determined by email address or other identifier), post a notification in a dedicated Slack channel.
Clio + Mailhook + Google Sheets: When a new communication is created in Clio, use Mailhook to check the content of email communications related to a specific case. Log relevant details, such as sender, recipient, date, and subject, in a Google Sheet for reporting and tracking.
About Mailhook
Use Mailhook in Latenode to instantly capture incoming emails and parse their contents into usable data. Trigger workflows on specific email events, like form submissions or order confirmations. Route parsed data to other apps, databases, or AI models for advanced processing. Automate email handling without code and scale as needed.
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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 Mailhook account to Clio using Latenode?
To connect your Mailhook account to Clio on Latenode, follow these steps:
Can I automatically save new Mailhook emails to Clio?
Yes, you can! Latenode's visual editor makes it simple to trigger workflows from new Mailhook emails and automatically create corresponding records in Clio. Automate data entry & save time!
What types of tasks can I perform by integrating Mailhook with Clio?
Integrating Mailhook with Clio allows you to perform various tasks, including:
Can I filter Mailhook data before it reaches Clio in Latenode?
Yes! Latenode allows you to filter and transform data from Mailhook using JavaScript code, AI prompts, or no-code blocks before updating Clio.
Are there any limitations to the Mailhook and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: