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Question

Extracting info from Clio Grow quick intake to Clio Calendar for Deadlines

  • 13 April 2023
  • 1 reply
  • 48 views
j1358
Userlevel 1

Hello, I'm new to Zapier and was wondering if there is a way to transfer Custom field data from an Quick Intake Form into Clio Manage Calendar.

 

Explaining:

 

Clio (outside the U.S) doesn't provide a possibility to create court rules automatically, Im in Europe and my team is loosing time creating deadlines on each calendar.

 

would it be a possibilty to automate this process maybe webhooks? any info is well appreciated

Julio
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

ken.a
Userlevel 7
Badge +6

Hey there @j1358,

Welcome to the Community! 🎉

It's definitely worth exploring the use of Webhooks as they do support custom fields within the Clio integration. Have you had a chance to give it a try yet?

Please let us know!

Thanks! 😊

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