Clio

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.

Installation:

It is available in the G Suite Marketplace and Chrome Web Store. 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.

Use Case(s)

> create contact on Google Form Submission

Google Forms

create contact on Form submission

Form Director

Create Contact


  • Choose Clio from the list of apps
  • Name your service
  • Choose Create Contact under services

Configuring Clio

Configure Clio by clicking Connect to Clio and signup with Clio.

Mapping

Steps for mapping from field with Clio fields

  • Click on setup mapping
  • Choose the form field
  • choose the app field
  • click save

Finish setting up

  • Save service

You are all set to create Contact on your Google Form submission

Submit the Form

Submit the Google Form

See Contact created from Clio