How To Use Zapier To Integrate Google Tasks with Clio Tasks
Objective:
- A Way To Sync Google Tasks with Clio Tasks
- Have Google Tasks Show in Clio
Environment:
- Clio Manage
- Zapier
- Google Tasks
Additional Information:
- The initials Zaps might take an hour or so to sync, but going forward the zaps should be much faster!
Procedure:
- Make a Zapier account by clicking here
- Click Make a Zap top right
- Choose Google Tasks from the Apps
- Choose New Task as your Trigger and click Save and Continue
- Select Connect an Account
- Choose your Google Account and Allow Zapier access
- Click Test to verify the account
- If it comes back successful, click Save and Continue
- Choose the list of Google Tasks you want to use (default is My List) and Continue
- Make sure you have a recent Task created in Google Tasks and verify the Task List. Choose Fetch and Continue
- If Test Successful, click Continue
- Choose Clio as the next Action App
- Choose Create Task as the Clio Action and then Save and Continue
- Allow access to Clio Account
- Test your Clio Account then Save and Continue
- Set up Clio Task by mapping the two sides of the Zap. Select the page with a plus symbol on the right top corner of the Name field. From this dropdown choose your most recent Task's name
- From Due Date field choose the page with a plus dropdown and select the Due field
- From the Description field choose the page with a plus dropdown and select the Notes field
- Set a Priority if you wish. This is optional
- Manually type in the name of the User in Clio you want these Tasks assigned to in the Assigned To field
- Leave the Matter field empty unless you want all Tasks to be assigned to the same Matter
- Skip the Matter not found field if you didn't enter a specific Matter in step 20
- You can choose whether you want the Task to be Private or Public or ignore as it is optional in the final field
- Choose Continue at the bottom of the screen
- Choose to Send Test to Clio
- If you the confirmation green banner at the top of the page and it says Test was Successful then you can choose Finish at the bottom of the page to name and and toggle the Zap on to complete.