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

Add the ReachInbox Node
Select the ReachInbox node from the app selection panel on the right.

ReachInbox
Configure the ReachInbox
Click on the ReachInbox node to configure it. You can modify the ReachInbox 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 ReachInbox 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.
Configure the ReachInbox 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 ReachInbox 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.

JavaScript
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AI Anthropic Claude 3
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Clio
Trigger on Webhook
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ReachInbox
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring ReachInbox, 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 ReachInbox and Clio integration works as expected. Depending on your setup, data should flow between ReachInbox 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 ReachInbox and Clio
ReachInbox + Clio + Google Sheets: When a new email communication is received in ReachInbox, create a corresponding communication record in Clio for the relevant client. Then, log the details of the communication (sender, recipient, subject, date) in a Google Sheet for tracking and reporting purposes.
Clio + ReachInbox + Slack: When a new contact is created in Clio, automatically add them as a lead in ReachInbox. Then, send a notification to a designated Slack channel to inform the legal team about the new client and their contact information.
ReachInbox and Clio integration alternatives
About ReachInbox
ReachInbox + Latenode: Automate cold outreach & personalize follow-ups at scale. Trigger campaigns from new leads, scraped data, or CRM updates. Latenode manages complex logic (filtering, scheduling, AI content creation) while ReachInbox handles email sending. Optimize deliverability and engagement in automated workflows.
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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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See how Latenode works
FAQ ReachInbox and Clio
How can I connect my ReachInbox account to Clio using Latenode?
To connect your ReachInbox account to Clio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ReachInbox and click on "Connect".
- Authenticate your ReachInbox and Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio contacts from new ReachInbox leads?
Yes, you can! Latenode allows this with visual workflows, automatically creating new Clio contacts from ReachInbox leads, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating ReachInbox with Clio?
Integrating ReachInbox with Clio allows you to perform various tasks, including:
- Create new Clio matters from qualified ReachInbox leads automatically.
- Update contact information in Clio based on ReachInbox engagement data.
- Trigger ReachInbox follow-ups based on Clio matter status changes.
- Log ReachInbox communications as activities within Clio matters.
- Sync ReachInbox contacts with existing Clio client profiles.
Can I use JavaScript to customize my ReachInbox Clio automation?
Yes! Latenode allows you to use JavaScript for advanced customization, adding unique logic and data transformations beyond standard no-code options.
Are there any limitations to the ReachInbox 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 coding.
- Rate limits of ReachInbox and Clio APIs may affect high-volume workflows.
- Some specific ReachInbox or Clio fields may not be directly accessible.