Monitor statute deadlines in Clio and send email escalations
Ready for 3.0What this workflow does
This workflow has 24 nodes and runs on a schedule (cron 0 7 * * *) (plus 1 other trigger). It uses only n8n's built-in nodes.
How it runs
Trigger: On a schedule (cron 0 7 * * *) (plus 1 other trigger).
- Fetch Firm Users From Clio API (HTTP Request): calls an HTTP API (GET)
- Fetch Firm Users For Audit (HTTP Request): calls an HTTP API (GET)
- Fetch Statute Limitations Tasks Clio (HTTP Request): calls an HTTP API (GET)
- Fetch All Statute Limit Tasks Audit (HTTP Request): calls an HTTP API (GET)
- Split Deadline Task Records (Split Out): splits a list into separate items
- Split Audit Task Records (Split Out): splits a list into separate items
- Filter: keeps only the items that match a condition
- Filter: keeps only the items that match a condition
- Calculate Escalation Tier And Alert (Code): runs custom JavaScript code
- Calculate Days Remaining For Audit (Code): runs custom JavaScript code
…plus 11 more steps. See the full node list below.
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - HTTP Request
n8n-nodes-base.httpRequest - Split Out
n8n-nodes-base.splitOut - Filter
n8n-nodes-base.filter - Code
n8n-nodes-base.code - Execute Sub-workflow
n8n-nodes-base.executeWorkflow - Send Email
n8n-nodes-base.emailSend - If
n8n-nodes-base.if - No Operation, do nothing
n8n-nodes-base.noOp - Aggregate
n8n-nodes-base.aggregate
From the author
Quick Overview This workflow runs daily and weekly to monitor statute-of-limitations tasks in Clio, emailing assignees milestone reminders and sending partner escalations for overdue deadlines, while logging sends to a separate compliance audit workflow. How…