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Hi Zapier Community,

We’re currently using Clio Manage and Gavel for our legal workflow, and I’m looking for guidance on how to best integrate both platforms using Zapier.

Right now, I’m particularly interested in automating the following:

  • Pulling client and matter data from Clio into Gavel to trigger document workflows

  • Syncing attachments or custom fields

  • Possibly using webhooks or intermediary tools to connect to Gavel, since it's not a native Zapier app

If anyone has experience with this setup or can point me in the right direction (especially regarding Gavel’s compatibility), I’d really appreciate it.

Also, if there’s any possibility to speak with someone from the Zapier team — either via phone or a short virtual meeting — that would be incredibly helpful.

Thanks so much in advance for your support!

Hi ​@Mvm Management 

Directory of Zapier Partners: https://zapier.com/partnerdirectory

 

Review the Zap app integrations for available triggers/actions and help links:

Hello Troy,

We would like to request a meeting with one of your team members to guide us through integrating Zapier with our current tools  Clio, Gavel, and Google Sheets — as they are used in our daily workflow.

If possible, we would appreciate scheduling this session at your earliest convenience.

Thank you for your assistance, and we look forward to your response.

Hi ​@Mvm Management 

If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

You can submit a lead with Automation Ace (me) here: https://zapier.com/partnerdirectory/automation-ace/contact

I reviewed it but it will have cost right?  do zapier has like a customer suppport? :(

 

​@Mvm Management 

Costs for hiring Zapier Partners depends on each Zapier Partner and the scope of work involved.

 

Zapier Support options depend on your Zapier plan.

Info: https://help.zapier.com/hc/en-us/articles/8496213764877-Get-help-and-support-with-Zapier

Zapier Support does not offer meetings or provide assistance for consultations for configuring Zaps, rather for troubleshooting Zap issues or Zapier account issues, and you’d be referred to engage with a Zapier Partner for custom Zap configurations.

 

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