Clio

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.

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.

Google Forms to Clio: 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

  • 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.


Notification

  • Notify your audience with success or error notifications.

  • Switch on Send Email to send email during execution.

Email Template

  • Send your own customized emails on form submission to your audience.

Attachment

  • Select the attachment to email from file upload in Google Form.

  • Click Pick Drive Files to attach files to Email.

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