Send client matter status updates from Clio via webhooks and SMTP email

by Dele Tosh @ Protomated ✓ · 1 views · created 2026-08-27 · Ticket Management

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. Parse Matter Status Webhook (Code): runs custom JavaScript code
2. Fetch Existing Clio Webhooks (HTTP Request): calls an HTTP API (GET)
3. If: checks a condition and branches into true / false
4. Check If Webhook Renewal Needed (Code): runs custom JavaScript code
5. Respond To Handshake Confirmation (Respond to Webhook): sends the response back to the webhook caller
6. Respond To Event Acknowledgement (Respond to Webhook): sends the response back to the webhook caller
7. If: checks a condition and branches into true / false
8. If: checks a condition and branches into true / false
9. Fetch Matter Details From API (HTTP Request): calls an HTTP API (GET)
10. Register Or Renew Clio Webhook (HTTP Request): calls an HTTP API (POST)

…plus 9 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
• Ifn8n-nodes-base.if
• Respond to Webhookn8n-nodes-base.respondToWebhook
• No Operation, do nothingn8n-nodes-base.noOp
• HTTP Requestn8n-nodes-base.httpRequest
• Execute Sub-workflown8n-nodes-base.executeWorkflow
• Send Emailn8n-nodes-base.emailSend
• Schedule Triggern8n-nodes-base.scheduleTrigger

From the author

Quick Overview This workflow listens for Clio matter status change webhooks, fetches the latest matter and firm user details from the Clio API, and sends a compliance-checked status update email to the client via SMTP only when the status truly changes and a…

View the original on n8n.io → Check your own copy