Google Form to Clio: Create contact in Clio from Google Form Submission
What is Form Director?
Form Director is a G Suite add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
What is Clio?
Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients.
Google Forms to Clio: Use Case(s)
> create contact on Google Form Submission
create contact on Form submission
Choose Clio from the list of apps
Name your service
Choose Create Contact under services
Configure Clio by clicking Connect to Clio and signup with Clio.
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of app fields is to be done in order to create contact on form submission.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Send your own customized emails on form submission to your audience.
Select the attachment to email from file upload in Google Form.
Click Pick Drive Files to attach files to Email.
Finish setting up
You are all set to create Contact on your Google Form submission
Submit the Form
Submit the Google Form