Sync Fluent Forms client intakes with Clio, email, and Slack

by Dele Tosh @ Protomated ✓ · 3 views · created 2026-07-30 · CRM

What this workflow does

This workflow has 26 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). It uses only n8n's built-in nodes.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

1. Validate And Normalize Intake Data (Code): runs custom JavaScript code
2. Notify Staff Of Workflow Error (Send Email): sends an email over SMTP
3. Fetch Existing Clio Contact (HTTP Request): calls an HTTP API
4. Determine If Contact Exists (Code): runs custom JavaScript code
5. If: checks a condition and branches into true / false
6. Extract Existing Contact Id (Code): runs custom JavaScript code
7. Create New Clio Contact (HTTP Request): calls an HTTP API (POST)
8. Create New Matter In Clio (HTTP Request): calls an HTTP API (POST)
9. Extract New Contact Id (Code): runs custom JavaScript code
10. If: checks a condition and branches into true / false

…plus 12 more steps. See the full node list below.

Before you upgrade to n8n 3.0

Nodes used (9)

• Webhookn8n-nodes-base.webhook
• Coden8n-nodes-base.code
• HTTP Requestn8n-nodes-base.httpRequest
• Ifn8n-nodes-base.if
• Send Emailn8n-nodes-base.emailSend
• No Operation, do nothingn8n-nodes-base.noOp
• Execute Sub-workflown8n-nodes-base.executeWorkflow
• Respond to Webhookn8n-nodes-base.respondToWebhook
• Error Triggern8n-nodes-base.errorTrigger

From the author

Quick Overview This workflow receives client intake submissions via a webhook (for example from Fluent Forms), deduplicates and creates or reuses a contact in Clio, opens a new matter, notifies staff by email and optional Slack, and sends an optional client…

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