Objective:
- I've set up the Formstack Documents integration, how do I get it to pull data from Clio Matters?
Environment:
- Clio Manage
- Formstack Documents
Additional Information:
Connecting Clio directly to Formstack Documents will only allow Formstack Documents to save documents to Clio.
Answer:
To get Matter data from Clio to Formstack Documents, you will need to use Zapier as well. Please see this support article for further information.