{"product_id":"clio-matter-status-webhook-to-client-email-via-smtp-n8n","title":"Clio Matter Status Webhook to Client Email via SMTP (n8n)","description":"\u003ch3\u003eClio Matter Status updates delivered to clients by email—only when the status truly changes (n8n)\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow listens for \u003cstrong\u003eClio\u003c\/strong\u003e matter \u003cstrong\u003estatus webhooks\u003c\/strong\u003e, verifies and fetches the latest matter and firm user details via the Clio API, and then sends a \u003cstrong\u003ecompliance-checked status update email\u003c\/strong\u003e to the client using \u003cstrong\u003eSMTP\u003c\/strong\u003e—but only when a new status should be delivered (no duplicates, no first-seen noise). It also keeps your Clio webhook subscription renewed on a daily schedule.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHandles Clio webhook events\u003c\/strong\u003e: completes the one-time \u003cstrong\u003eX-Hook-Secret\u003c\/strong\u003e verification handshake or acknowledges the event.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eValidates payloads\u003c\/strong\u003e: checks the webhook contains a \u003cstrong\u003ematter ID\u003c\/strong\u003e and skips unrelated or malformed events.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePulls authoritative data from Clio\u003c\/strong\u003e: fetches current \u003cstrong\u003ematter details\u003c\/strong\u003e and \u003cstrong\u003efirm user\u003c\/strong\u003e information to determine client email, responsible attorney, and current status.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends only real status changes\u003c\/strong\u003e: compares the new status against the last recorded status in \u003cstrong\u003eworkflow static data\u003c\/strong\u003e and skips if it’s the first time seen or a duplicate delivery.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds the email from firm-written messaging\u003c\/strong\u003e: uses a status-specific message for the new status, creates a personalized email, and runs a separate \u003cstrong\u003ecompliance\/opt-out\u003c\/strong\u003e guardrail workflow.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends via SMTP (plain-text + HTML)\u003c\/strong\u003e: delivers to the client only if approved; otherwise it skips sending (including opt-out scenarios).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRenews webhook subscription daily\u003c\/strong\u003e: lists existing Clio webhook subscriptions and creates\/renews when missing, unconfirmed, or nearing expiration.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAutomatically notify clients when their \u003cstrong\u003eClio matter\u003c\/strong\u003e status changes—without manual outreach.\u003c\/li\u003e\n  \u003cli\u003eReduce email spam by suppressing duplicate and first-time notifications.\u003c\/li\u003e\n  \u003cli\u003eEnsure messages comply with client communication rules using an opt-out guardrail before SMTP delivery.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClio API\u003c\/strong\u003e (OAuth2): Webhooks (read\/write), Matters (read), Users (read)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes mentioned\u003c\/strong\u003e: webhook, if, code, no op, email send, sticky note\u003c\/li\u003e\n  \u003cli\u003eEnvironment configuration includes \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eStorage\u003c\/strong\u003e: workflow static data to track last delivered status\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45916547514547,"sku":"N8N-18768","price":39.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/vD8JkRUGRp3SXLuiJGovn_P4vEj0GJ.png?v=1788035166","url":"https:\/\/buyflowscripts.com\/products\/clio-matter-status-webhook-to-client-email-via-smtp-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}