Sendinblue and Clio Integration

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Automatically update Sendinblue contact lists based on new Clio client data or matter updates. Latenode's visual editor and JavaScript support let you create custom sync logic without complex coding. Plus, scale affordably as your firm grows, paying only for execution time.

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Sendinblue

Clio

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Sendinblue and Clio

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

Add the Sendinblue Node

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

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Sendinblue

Configure the Sendinblue

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

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Connect Sendinblue

Sign In

Run node once

Add the Clio Node

Next, click the plus (+) icon on the Sendinblue 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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Sendinblue

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Clio

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Connect Clio

Sign In

Run node once

Configure the Sendinblue 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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Select an action *

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The action ID

Run node once

Set Up the Sendinblue 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 Sendinblue, 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 Sendinblue and Clio integration works as expected. Depending on your setup, data should flow between Sendinblue 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 Sendinblue and Clio

Sendinblue + Clio + Google Sheets: When a new contact is added or updated in Sendinblue, create a new contact in Clio, and then add a row to Google Sheets to log the new lead information.

Clio + Sendinblue + Slack: When a task is completed in Clio, send a satisfaction survey via Sendinblue to the contact related to the task and notify the team in Slack of the feedback request.

Sendinblue and Clio integration alternatives

About Sendinblue

Automate email marketing and SMS campaigns using Sendinblue in Latenode. Trigger targeted communications based on data from any source. Easily manage contacts, personalize messages, and track results within automated workflows. Connect it to your CRM or database and optimize lead nurturing without complex coding.

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.

Sendinblue + Clio integration

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FAQ Sendinblue and Clio

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

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

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

Can I automatically update contacts in Sendinblue from new Clio clients?

Yes, you can! Latenode's visual editor makes this easy. Automatically sync new Clio clients to Sendinblue, enriching your email lists and improving marketing campaign targeting.

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

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

  • Add new Clio clients as contacts in Sendinblue for email marketing.
  • Trigger personalized email campaigns in Sendinblue based on Clio case milestones.
  • Update contact information in Sendinblue when a client's details change in Clio.
  • Log Sendinblue email campaign activity within Clio as client communication.
  • Segment Sendinblue contacts based on legal service types tracked in Clio.

Can I use JavaScript functions to transform data between Sendinblue and Clio?

Yes! Latenode lets you use JavaScript for complex data transformations, ensuring seamless data flow between Sendinblue and Clio.

Are there any limitations to the Sendinblue and Clio integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom fields in Clio might require JavaScript for data mapping.
  • Rate limits of the Sendinblue and Clio APIs can impact high-volume data syncs.
  • Real-time synchronization depends on the polling interval configured in Latenode.

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