I am struggling to get all the information I want over in my zaps. I have 3 different zaps I am trying to create between clio and MONDAY.
First one: When new client is added in CLIO, create a new item in MONDAY. I can do this and add name and client ID, but I am also wanting the assigned attorney and matter type to come over. That data is in clio, but I do not see it as an option to sync over into MONDAY when I try to create a new client or matter.
Second zap: I would like updates in MONDAY (written in the updated section) to be moved back into clio communications. When I try to make this zap it gives me columns to choose from, but “updates” in MONDAY is not a column.
Third zap: I would like payment information from clio to update in MONDAY; when a payment is received it updates on a ledger board in MONDAY.
I am open to hiring someone to help me with these, I am not sure in hiring the pros who would be able to help in these specific scenarios with these softwares.
Hey OWeisinger, the data you mention CAN be pulled from Clio and Monday with Zapier, so yes, it’s a matter of using the correct trigger and actions.
We are Zapier Premier Partners and we can help with this.
I sent you a message so we can discuss further.
Check out the available Zapier Experts: https://zapier.com/experts