Flag duplicate Clio contacts and email paralegals daily with dismissal links

by Dele Tosh @ Protomated ✓ · 0 views · created 2026-08-12 · CRM

What this workflow does

This workflow has 14 nodes and runs on a schedule (cron 0 6 * * *) (plus 1 other trigger). It uses only n8n's built-in nodes.

How it runs

Trigger: On a schedule (cron 0 6 * * *) (plus 1 other trigger).

1. Fetch All Clio Contacts (HTTP Request): calls an HTTP API (GET)
2. Record Duplicate Dismissal (Code): runs custom JavaScript code
3. Score Likely Duplicate Contact Pairs (Code): runs custom JavaScript code
4. Show Dismissal Confirmation Page (Respond to Webhook): sends the response back to the webhook caller
5. If: checks a condition and branches into true / false
6. Filter New High-Confidence Pairs (Code): runs custom JavaScript code
7. If: checks a condition and branches into true / false
8. Build Duplicate Contact Alert Email (Code): runs custom JavaScript code
9. Log Scan To Compliance Audit (Execute Sub-workflow): calls another n8n workflow
10. Send Duplicate Alert Email (Send Email): sends an email over SMTP

Before you upgrade to n8n 3.0

Nodes used (9)

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

From the author

Quick Overview This workflow runs daily to scan Clio contacts for likely duplicates, emails a digest of new high-confidence matches to a paralegal via SMTP, logs the scan to a separate audit workflow, and provides a webhook-based “Dismiss” link to suppress…

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