Automation library · Integrations

Flag duplicate Clio contacts and email paralegals daily

Started by another system calling it, and works across Email. 14 steps, 2 branches: a working afternoon to understand properly.

Medium

14 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 3Logic 9Service 2

The steps in the order they run, from what starts it.

  1. 1Every Morning at 6amSchedule triggerStarts it
  2. 2When Dismiss Link ClickedWebhookStarts it
  3. 3Fetch All Clio ContactsHttp RequestService
  4. 4Record Duplicate DismissalCodeLogic
  5. 5Score Likely Duplicate Contact PairsCodeLogic
  6. 6Show Dismissal Confirmation PageRespond To WebhookStarts it
  7. 7If Duplicate Pairs FoundIfLogic
  8. 8Filter New High-Confidence PairsCodeLogic
  9. 9Skip No Duplicate Pairs FoundNo OpLogic
  10. 10If New Duplicate Pairs To ReportIfLogic
  11. 11Build Duplicate Contact Alert EmailCodeLogic
  12. 12Skip No New Pairs To ReportNo OpLogic
  13. 13Log Scan To Compliance AuditExecute WorkflowLogic
  14. 14Send Duplicate Alert EmailEmail SendService

How it's built

Starts on
Another system calling it
Steps
14, with 2 branches
Size
Medium: a working afternoon
Connects to
Email
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.