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How to connect Mailjet and Clio
Create a New Scenario to Connect Mailjet 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 Mailjet, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailjet or Clio will be your first step. To do this, click "Choose an app," find Mailjet or Clio, and select the appropriate trigger to start the scenario.
Add the Mailjet Node
Select the Mailjet node from the app selection panel on the right.
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Add the Clio Node
Next, click the plus (+) icon on the Mailjet 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 Mailjet 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 Mailjet 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 Mailjet, 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 Mailjet and Clio integration works as expected. Depending on your setup, data should flow between Mailjet 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 Mailjet and Clio
Clio + Mailjet + Slack: When a new contact is created in Clio, a welcome email is sent via Mailjet using a predefined template, and a notification is sent to a Slack channel.
Clio + Mailjet + Google Sheets: Logs new contacts created in Clio and the data from email campaigns sent via Mailjet to a Google Sheet for reporting and analysis.
Mailjet and Clio integration alternatives
About Mailjet
Use Mailjet in Latenode to automate email sending based on triggers from other apps. Update contact lists, send personalized campaigns, and track results—all without code. Connect Mailjet to your CRM, database, or e-commerce platform for automated workflows. Latenode provides the flexibility and scale to manage complex email automations efficiently, with no per-step cost limitations.
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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 Mailjet and Clio
How can I connect my Mailjet account to Clio using Latenode?
To connect your Mailjet account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Mailjet and click on "Connect".
- Authenticate your Mailjet and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger personalized email campaigns upon new client creation?
Yes, you can! Latenode allows triggering Mailjet emails when new Clio clients are added. This automated welcome improves client engagement and saves time by eliminating manual steps.
What types of tasks can I perform by integrating Mailjet with Clio?
Integrating Mailjet with Clio allows you to perform various tasks, including:
- Automatically add new Clio contacts to Mailjet mailing lists.
- Send personalized welcome emails to new Clio clients via Mailjet.
- Log Mailjet email campaign data within Clio client records.
- Trigger Mailjet email sequences based on Clio case milestones.
- Update Mailjet subscriber information based on Clio contact updates.
How do I handle bounced emails from Mailjet within Latenode?
Latenode lets you create workflows to automatically unsubscribe bounced email addresses in Mailjet and update contact info in Clio, ensuring data integrity.
Are there any limitations to the Mailjet 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 the API rate limits.
- Historical data migration requires custom workflow configuration.
