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Google Forms + Clio Integration
Create contact in Clio from Google Form Submission
How to integrate your Google Form with Clio?
How to integrate your Google Form with Clio?
You can integrate Google Forms with Clio using Form Director. Form Director enables you to connect Google Forms with Clio, allowing you to create contacts based on form responses.Â
When a user submits a Google Form, the responses are automatically sent to Clio, where contacts are created accordingly.
What is Form Director?
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.Â
Please check installation instructions to install the add-on.
What is Clio?
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.Â
Google Forms to Clio: Use Case(s)
Google Forms to Clio: Use Case(s)
> create contact on Google Form Submission
> create contact on Google Form Submission
Google Forms
Google Forms
Create contact on Form submission
Create contact on Form submission
Form Director
Form Director
Create Contact
Create Contact
Choose Clio from the list of apps
Name your service
Choose  Create Contact under services
Configuring Clio
Configuring Clio
Configure Clio by clicking Connect to Clio and signup with Clio.
Mapping
Mapping
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.Â
Notification
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Attachment
Select the attachment to email from file upload in Google Form.
Click Pick Drive Files to attach files to Email.
Finish setting up
Finish setting up
Save service
You are all set to create Contact on your Google Form submission
Submit the Form
Submit the Form
Submit the Google Form
See Contact created from Clio
See Contact created from Clio
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