Automation library · Data collection

Sync Fluent Forms client intakes with Clio and Slack

Started by another system calling it, and works across Email. 26 steps, 4 branches: large, and worth reading before you trust it with anything live.

Large

Download free
26 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 4Logic 14Service 8

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

  1. 1When New Client Intake Form SubmittedWebhookStarts it
  2. 2When Workflow Error OccursError triggerStarts it
  3. 3Validate And Normalize Intake DataCodeLogic
  4. 4Notify Staff Of Workflow ErrorEmail SendService
  5. 5Fetch Existing Clio ContactHttp RequestService
  6. 6Determine If Contact ExistsCodeLogic
  7. 7If Contact Exists In ClioIfLogic
  8. 8Extract Existing Contact IdCodeLogic
  9. 9Create New Clio ContactHttp RequestService
  10. 10Create New Matter In ClioHttp RequestService
  11. 11Extract New Contact IdCodeLogic
  12. 12If Matter Creation SuccessfulIfLogic
  13. 13Build PM Notification MessageCodeLogic
  14. 14Respond Success To Intake FormRespond To WebhookStarts it
  15. 15Build Error Response PayloadCodeLogic
  16. 16Send Staff Email NotificationEmail SendService
  17. 17Build Client Confirmation MessageCodeLogic
  18. 18Send Clio Failure NotificationEmail SendService
  19. 19Respond Error To Intake FormRespond To WebhookStarts it
  20. 20If Slack Webhook ConfiguredIfLogic
  21. 21Execute Bar Compliance CheckExecute WorkflowLogic
  22. 22Post Slack Alert To StaffHttp RequestService
  23. 23Skip Slack NotificationNo OpLogic
  24. 24If Compliance ApprovedIfLogic
  25. 25Send Confirmation EmailEmail SendService
  26. 26Skip Confirmation EmailNo OpLogic

How it's built

Starts on
Another system calling it
Steps
26, with 4 branches
Size
Large: read it before trusting it with anything live
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?

Take your time. At 26 steps it is large: read it before trusting it with anything live.

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 26 steps before you point it at anything that matters.