Hi guys, we’re currently using the Clio grow version, and not the Clio manager, to manage and monitor our intake leads.
We would like to integrate Zapier to automate some processes, but it seems it only accepts Clio Manager accounts - when we try to link our account, it only shows the Clio Manager login access. When we try to modify the link to open Clio grow login, it doesn’t continue with the connection.
Looking at some resources at Clio website, it seems the integration is pretty limited.
I’ve looked into google as well, but so far there’s no adequate resources at hand. What we like to happen is for Zapier to read data from Clio grow and perform actions based on certain criteria.
Anyone who has had this problem, and perhaps saw a workaround? TIA!
Best answer by christina.d
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