Hello guys, I need help implementing a solution on clio integration. Here’s what we like to do:
- Create a trigger for gmail new email
- Parse out client name from the email
- Get the clio matter ID using the client name
- Mark a specific task in clio as complete based on the matter ID or whatever unique field I can use
I tried but I’m having a problem getting the task ID which is a required field to update a task in clio.