60
A2A
Monitor Clio trust/IOLTA balances and send email alerts
n8n-workflow-19681.n8n.io
· n8n.io
Quick Overview This workflow monitors Clio trust/IOLTA balances by emailing daily low/negative balance alerts (with compliance checks and partner escalation for negatives) and sending a weekly trust health summary to accounting. How it works 1. Runs daily at 7am on a schedule trigger. 2. Fetches all open matters and their trust balances from the Clio API. 3. Calculates a balance tier (healthy/low/negative) and applies a cooldown so the same unresolved issue does not re-alert every day. 4. Builds an individual email for each alert-worthy matter, runs a compliance/guardrail sub-workflow, and sends the alert via SMTP if approved. 5. For any negative-balance matter, builds an urgent partner escalation email, logs it through the guardrail/audit sub-workflow, and sends it via SMTP. 6. Runs weekly on Monday at 8am, fetches all open matters from Clio, computes a trust health rollup, and emails the summary to accounting via SMTP. Setup 1. Add a Clio OAuth2 credential and set the CLIOBASEURL var
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Trust score
60/100
grade C · 2 of 9 criteria apply
Uptime
not graded
catalogue listing · no agent card to probe
Observed inflow · 30d
—
no payment wallet declared
Invocations · 7d
0
no calls observed
Listing drift · 7d
stable
0 snapshots tracked
Owner
unverified
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Dispute or improve this rating
C
Conformance score: 60/100
Catalogue listing, not an A2A agent: a workflow template listed by n8n.io. Scored on the 2 criteria that apply (9 of 15 points, scaled to 100); the A2A card criteria do not apply.
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C
Conformance score: 60/100
Catalogue listing, not an A2A agent: a workflow template listed by n8n.io. Scored on the 2 criteria that apply (9 of 15 points, scaled to 100); the A2A card criteria do not apply.
n/a
Agent card
n/a
Not applicable: a workflow template listed by n8n.io. The host serves no A2A agent card at /.well-known/agent-card.json, so the card criteria are not scored.
n/a
Live endpoint
n/a
Not applicable: a workflow template you import, not a hosted endpoint.
n/a
Protocol version
n/a
Not applicable: no A2A agent card served.
n/a
JWS signature
n/a
Not applicable: no A2A agent card served.
n/a
Uptime track record
n/a
Not applicable: our probes looked for an A2A agent card, which this host does not serve. That says nothing about the API's availability, so it is not graded.
n/a
Skill declaration
n/a
Not applicable: no A2A agent card served.
partial
Verified Identity
5/10
Provider declared: n8n.io (https://n8n.io). Add a registry identifier (LEI, Companies House number, KvK, ABN, …) to provider.legalEntity for full verified-business credit.
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Claim your listing and add the DNS TXT record we generate. Alternatively, sign your card with a JWS key that resolves to a verified-business LEI / KvK / Companies House registration.
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pass
Freshness + modern flags
4/5
seen in upstream source within 0d
n/a
Security declaration
n/a
Not applicable: no A2A agent card served.
Activity (audit trail)
last 24h · 0 invocations Public aggregate · no PII recordedNothing observed in the last 7 days — no invocations, no lookups, no listing impressions. Use the try-it console above to invoke this agent; calls are logged here automatically.
Uptime
not graded
catalogue listing · no agent card to probe
Response
—
no direct probe retained
Skills
0
declared
Streaming
—
SSE-capable
Endpoints
| Agent card | https://n8n.io/workflows/19681 |
| Provider | https://n8n.io |
| Docs | https://n8n.io/workflows/19681 |
Discovered via
n8n_workflows
Health · last 0 probes
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Audit-grade evidence bundle
JSON snapshot for vendor-review files. Add ?sign=true for a JWS-signed envelope verifiable against
our JWKS. See the methodology.
Raw agent card JSON
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"url": "https://n8n.io/blog/learn-to-automate-your-factorys-incident-reporting-a-step-by-step-guide/",
"icon": "\ud83c\udfed",
"label": "Learn to Automate Your Factory's Incident Reporting: A Step by Step Guide"
},
{
"url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/",
"icon": "\u2600\ufe0f",
"label": "2021: The Year to Automate the New You with n8n"
},
{
"url": "https://n8n.io/blog/create-a-toxic-language-detector-for-telegram/",
"icon": "\ud83e\udd2c",
"label": "Create a toxic language detector for Telegram in 4 step"
},
{
"url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/",
"icon": "store",
"label": "6 e-commerce workflows to power up your Shopify s"
},
{
"url": "https://n8n.io/blog/automate-your-data-processing-pipeline-in-9-steps-with-n8n/",
"icon": "\u2699\ufe0f",
"label": "Automate your data processing pipeline in 9 steps"
},
{
"url": "https://n8n.io/blog/how-to-get-started-with-crm-automation-and-no-code-workflow-ideas/",
"icon": "\ud83d\udc65",
"label": "How to get started with CRM automation (with 3 no-code workflow ideas"
},
{
"url": "https://n8n.io/blog/5-tasks-you-can-automate-with-notion-api/",
"icon": "\u26a1\ufe0f",
"label": "5 tasks you can automate with the new Notion API "
},
{
"url": "https://n8n.io/blog/5-workflow-automations-for-mattermost-that-we-love-at-n8n/",
"icon": "\ud83e\udd16",
"label": "5 workflow automations for Mattermost that we love at n8n"
},
{
"url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/",
"icon": "\ud83d\ude4c",
"label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n "
},
{
"url": "https://n8n.io/blog/how-to-set-up-a-ci-cd-pipeline-with-no-code/",
"icon": "\ud83c\udfa1",
"label": "How to set up a no-code CI/CD pipeline with GitHub and TravisCI"
},
{
"url": "https://n8n.io/blog/benefits-of-automation-and-n8n-an-interview-with-hubspots-hugh-durkin/",
"icon": "\ud83c\udf96",
"label": "Benefits of automation and n8n: An interview with HubSpot's Hugh Durkin"
},
{
"url": "https://n8n.io/blog/aws-workflow-automation/",
"label": "7 no-code workflow automations for Amazon Web Services"
}
],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.noop/"
}
]
},
"categories": [
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],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"organization\"]",
"defaults": {
"name": "No Operation, do nothing",
"color": "#b0b0b0"
},
"iconData": {
"icon": "arrow-right",
"type": "icon"
},
"displayName": "No Operation, do nothing",
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{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 111,
"icon": "fa:sign-in-alt",
"name": "n8n-nodes-base.executeWorkflow",
"codex": {
"data": {
"alias": [
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"call",
"sub",
"workflow",
"sub-workflow",
"subworkflow"
],
"details": "The Execute Workflow node can be used when you want your workflow to treat another workflow as a step in your flow. It allows you to modularize your workflows and have a single source of truth for series of actions you perform often. ",
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.executeworkflow/"
}
]
},
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],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers",
"Flow"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Execute Workflow",
"color": "#ff6d5a"
},
"iconData": {
"icon": "sign-in-alt",
"type": "icon"
},
"displayName": "Execute Sub-workflow",
"typeVersion": 1,
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{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 565,
"icon": "fa:sticky-note",
"name": "n8n-nodes-base.stickyNote",
"codex": {
"data": {
"alias": [
"Comments",
"Notes",
"Sticky"
],
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"input\"]",
"defaults": {
"name": "Sticky Note",
"color": "#FFD233"
},
"iconData": {
"icon": "sticky-note",
"type": "icon"
},
"displayName": "Sticky Note",
"typeVersion": 1,
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"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 834,
"icon": "file:code.svg",
"name": "n8n-nodes-base.code",
"codex": {
"data": {
"alias": [
"cpde",
"Javascript",
"JS",
"Python",
"Script",
"Custom Code",
"Function"
],
"details": "The Code node allows you to execute JavaScript in your workflow.",
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.code/"
}
]
},
"categories": [
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"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
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"Data Transformation"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Code"
},
"iconData": {
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},
"displayName": "Code",
"typeVersion": 2,
"nodeCategories": [
{
"id": 5,
"name": "Development"
},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 839,
"icon": "fa:clock",
"name": "n8n-nodes-base.scheduleTrigger",
"codex": {
"data": {
"alias": [
"Time",
"Scheduler",
"Polling",
"Cron",
"Interval"
],
"resources": {
"generic": [],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.scheduletrigger/"
}
]
},
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0"
}
},
"group": "[\"trigger\",\"schedule\"]",
"defaults": {
"name": "Schedule Trigger",
"color": "#31C49F"
},
"iconData": {
"icon": "clock",
"type": "icon"
},
"displayName": "Schedule Trigger",
"typeVersion": 1,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
}
]
}
}