# Sync Fluent Forms client intakes with Clio and Slack: n8n workflow

> 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.

Source: https://millionrounds.com/workflow/sync-fluent-forms-client-intakes-with-clio-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Data collection](https://millionrounds.com/workflows?category=Data+collection#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-fluent-forms-client-intakes-with-clio-and-slack)

**26 steps** Large: read it before trusting it with anything live

**4** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 4 Logic 14 Service 8

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

- 1 **When New Client Intake Form Submitted** Webhook *Starts it*
- 2 **When Workflow Error Occurs** Error trigger *Starts it*
- 3 **Validate And Normalize Intake Data** Code *Logic*
- 4 **Notify Staff Of Workflow Error** Email Send *Service*
- 5 **Fetch Existing Clio Contact** Http Request *Service*
- 6 **Determine If Contact Exists** Code *Logic*
- 7 **If Contact Exists In Clio** If *Logic*
- 8 **Extract Existing Contact Id** Code *Logic*
- 9 **Create New Clio Contact** Http Request *Service*
- 10 **Create New Matter In Clio** Http Request *Service*
- 11 **Extract New Contact Id** Code *Logic*
- 12 **If Matter Creation Successful** If *Logic*
- 13 **Build PM Notification Message** Code *Logic*
- 14 **Respond Success To Intake Form** Respond To Webhook *Starts it*
- 15 **Build Error Response Payload** Code *Logic*
- 16 **Send Staff Email Notification** Email Send *Service*
- 17 **Build Client Confirmation Message** Code *Logic*
- 18 **Send Clio Failure Notification** Email Send *Service*
- 19 **Respond Error To Intake Form** Respond To Webhook *Starts it*
- 20 **If Slack Webhook Configured** If *Logic*
- 21 **Execute Bar Compliance Check** Execute Workflow *Logic*
- 22 **Post Slack Alert To Staff** Http Request *Service*
- 23 **Skip Slack Notification** No Op *Logic*
- 24 **If Compliance Approved** If *Logic*
- 25 **Send Confirmation Email** Email Send *Service*
- 26 **Skip Confirmation Email** No Op *Logic*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-fluent-forms-client-intakes-with-clio-and-slack)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

Also data collection, with the same services where possible, closest in size first.

- [**Classify and log AI use cases with Anthropic and Supabase** 25 steps · Email, Supabase](https://millionrounds.com/workflow/classify-and-log-ai-use-cases-with-anthropic-and-supabase)
- [**Track changes of product prices** 25 steps · Email](https://millionrounds.com/workflow/track-changes-of-product-prices)
- [**Send regulatory update digest emails with Google Sheets** 24 steps · calls a model · Email, Excel](https://millionrounds.com/workflow/send-regulatory-update-digest-emails-with-google-sheets)
- [**Multi-channel campaign performance tracker with Slack** 23 steps · Email, Slack](https://millionrounds.com/workflow/multi-channel-campaign-performance-tracker-with-slack)
- [**Automated webinar marketing AI | Registration pages + email** 22 steps · Email](https://millionrounds.com/workflow/automated-webinar-marketing-ai-registration-pages-email)
- [**Passbolt API - password export** 30 steps · Email](https://millionrounds.com/workflow/passbolt-api-password-export)