{"product_id":"clio-onboarding-email-automation-with-n8n-smtp","title":"Clio Onboarding Email Automation with n8n + SMTP","description":"\u003ch3\u003eAutomate Clio matter onboarding emails with n8n—daily, personalized, and SMTP-ready\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automatically pulls open matters and firm users from \u003cstrong\u003eClio\u003c\/strong\u003e, determines which onboarding stage is due based on the matter’s open date, generates a personalized onboarding email, runs a compliance\/opt-out guardrail check, and then sends approved messages via \u003cstrong\u003eSMTP\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns on a schedule:\u003c\/strong\u003e executes daily at \u003cstrong\u003e9:00am\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFetches data from Clio:\u003c\/strong\u003e pulls the firm’s user directory and \u003cstrong\u003eall open matters\u003c\/strong\u003e using the Clio API.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePrepares onboarding targets:\u003c\/strong\u003e splits matters into individual records, \u003cstrong\u003eskips\u003c\/strong\u003e entries missing a \u003cstrong\u003eclient email\u003c\/strong\u003e or \u003cstrong\u003eopen date\u003c\/strong\u003e, and calculates the number of days since the matter opened.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAssigns an onboarding stage:\u003c\/strong\u003e categorizes matters into day-based stages for \u003cstrong\u003eday 0, 1, 3, or 7\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends only what’s due:\u003c\/strong\u003e filters to matters with a stage due \u003cstrong\u003etoday\u003c\/strong\u003e and stops cleanly when nothing is due.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePersonalizes content:\u003c\/strong\u003e builds stage-specific onboarding email content and matches the responsible attorney ID to the Clio user list for accurate personalization.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCompliance\/opt-out first:\u003c\/strong\u003e calls a separate \u003cstrong\u003ecompliance\/guardrail sub-workflow\u003c\/strong\u003e to append the required footer and suppress sends for opted-out recipients.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSMTP delivery:\u003c\/strong\u003e sends approved onboarding emails via SMTP; suppressed recipients are skipped.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eLegal teams using \u003cstrong\u003eClio\u003c\/strong\u003e who want reliable, time-based onboarding touchpoints for new matters.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers building \u003cstrong\u003edaily onboarding email sequences\u003c\/strong\u003e that only trigger when a stage is due.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators or internal teams needing \u003cstrong\u003eguardrails\u003c\/strong\u003e (opt-out handling + required footer) before any email is sent.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e Clio API (OAuth2), SMTP email sending.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/logic used:\u003c\/strong\u003e \u003ccode\u003eif\u003c\/code\u003e, \u003ccode\u003ecode\u003c\/code\u003e, \u003ccode\u003eno op\u003c\/code\u003e, \u003ccode\u003efilter\u003c\/code\u003e, \u003ccode\u003esplit out\u003c\/code\u003e, and \u003ccode\u003eemail send\u003c\/code\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eKey setup:\u003c\/strong\u003e add \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e, configure \u003cstrong\u003eGUARDRAIL_WORKFLOW_ID\u003c\/strong\u003e, add an SMTP credential, and set \u003cstrong\u003eFIRM_FROM_EMAIL\u003c\/strong\u003e plus firm variables (e.g., \u003cstrong\u003eFIRM_NAME\u003c\/strong\u003e, \u003cstrong\u003eFIRM_EMAIL\u003c\/strong\u003e).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45899971133619,"sku":"N8N-18686","price":74.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/sQPIVr4MaBJXzlN4EZSvx_x63qgyBk.png?v=1787735984","url":"https:\/\/buyflowscripts.com\/products\/clio-onboarding-email-automation-with-n8n-smtp","provider":"N8N Commerce","version":"1.0","type":"link"}