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.