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How to connect Mailmodo and Clio
Create a New Scenario to Connect Mailmodo 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 Mailmodo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailmodo or Clio will be your first step. To do this, click "Choose an app," find Mailmodo or Clio, and select the appropriate trigger to start the scenario.
Add the Mailmodo Node
Select the Mailmodo node from the app selection panel on the right.
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Configure the Mailmodo
Click on the Mailmodo node to configure it. You can modify the Mailmodo 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 Mailmodo 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 Mailmodo 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 Mailmodo 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 Mailmodo, 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 Mailmodo and Clio integration works as expected. Depending on your setup, data should flow between Mailmodo 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 Mailmodo and Clio
Mailmodo + Google Sheets + Clio: When a campaign is sent via Mailmodo, track the email events in Google Sheets. If a contact clicks a link in the email, update their information in Clio.
Clio + Mailmodo + Slack: When a new contact is created in Clio, automatically add the contact to Mailmodo and send a welcome email. Also, notify the team in a designated Slack channel.
Mailmodo and Clio integration alternatives
About Mailmodo
Use Mailmodo in Latenode to automate transactional emails and marketing campaigns directly from your workflows. Trigger personalized emails based on CRM updates, e-commerce events, or data transformations. Latenode lets you control Mailmodo with logic, AI, and custom scripts, while avoiding per-step pricing. Optimize your outreach with a visual builder.
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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 Mailmodo and Clio
How can I connect my Mailmodo account to Clio using Latenode?
To connect your Mailmodo account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Mailmodo and click on "Connect".
- Authenticate your Mailmodo and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Clio client updates via Mailmodo?
Yes, you can! Latenode's visual editor makes it easy to trigger Mailmodo campaigns based on Clio events, ensuring clients are always informed with no manual work.
What types of tasks can I perform by integrating Mailmodo with Clio?
Integrating Mailmodo with Clio allows you to perform various tasks, including:
- Automatically sending email confirmations for new Clio appointments.
- Updating Mailmodo contact lists based on new Clio client additions.
- Triggering email marketing campaigns when a Clio case reaches a milestone.
- Sending personalized welcome emails to new Clio clients via Mailmodo.
- Creating reports combining email campaign data with Clio case information.
How secure is Mailmodo integration on Latenode?
Latenode uses industry-standard security protocols to protect your data and ensure safe connections between Mailmodo and Clio.
Are there any limitations to the Mailmodo and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the API limits of both Mailmodo and Clio.
- Advanced reporting features require familiarity with Latenode's data tools.
