Clio + Google Sheets + Agile CRM Integrations
How to connect Clio + Google Sheets + Agile CRM
Zapier lets you send info between Clio, Google Sheets, and Agile CRM automatically—no code required.
Do even more with Clio + Google Sheets + Agile CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Google Sheets, and Agile CRM. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
Matter
Task Due Date
Task Priority
Task Status
Users without advanced tasks are only allowed to select Complete or Pending
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clio Contact ID #Required
Prefix
First name
Middle name
Last name
Title
Date of Birth
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Company
Must be a Contact of type Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ID number of the Task to be updated
Name
Description
Type of AssigneeRequired
Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
Matter
Task Due Date
Task Priority
Task Status
Users without advanced tasks are only allowed to select Complete or Pending
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Clio are located here http://api-docs.clio.com/v2/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
Search by name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
ClientRequired
Group
Client Reference
Client Reference string for external uses.
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is add in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Event
Triggers when a new event is created in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is added in the Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
The campaign workflow to add the contact to.
Subscriber EmailRequired
Email of the contact to be added to campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Email of the contact.
Score to Be AddedRequired
Score to be added to the Contact in the AgileCRM.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name of the Company.
Company URL
URL of the company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Name of the Deal.
Owner
Owner of the Deal.
Probability (%)
Enter the probability of the deal.
ValueRequired
Expected value of the deal.
Track
Select the track for the deal from the given list.
Milestone
Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
Related To
The Email of the Contact.
Close Date
Close Date of the deal.
Description
Description of the Deal.
Deal Source
List of deal source option for a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email.
SubjectRequired
Subject of the ticket.
Cc
CC emails.
PriorityRequired
Priority.
Status
Status.
AssigneeRequired
Group name to assign.
MessageRequired
Message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
First Name
First name of the contact.
Last Name
Last name of the contact in Agile CRM.
Company
Company Name of the contact.
Phone
Phone Number of the contact.
Tags
Tags to be added to the contact. Multiple tags must be separated by comma.
Add Address
Enter line address.
City
State
Zip Code
Country
Create New Contact
If no contact is present with the given email, should a NEW contact be created?
Website
Link up a website to a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Activity Note
DateRequired
Price
The expense amount.
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Client Reference string for external uses.
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
Must be a Contact of type Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Activity Note
DateRequired
Time
Enter in minutes
Price
The hourly or flat amount.
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Client Reference string for external uses.
Matter Description
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (first name, last name, email or phone number).
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search by ID or Wildcard (first name, last name, email or phone number).
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
Must be a Contact of type Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case
Triggers when a new case is added in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is added in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicket FilterRequired
Filters.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTag NameRequired
The name of the tag added to the contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact EmailRequired
Email of the Contact.
Subject of NoteRequired
Subject of the Note.
DescriptionRequired
Description of the Notes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Email of the Contact.
TagsRequired
Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
The First name of the Contact.
Last Name
Last name of the Contact.
EmailRequired
Email Address of the Contact.
If Duplicate Found
If there is a contact already in Agile with the given email, what should be done.
Phone
Phone Number.
Tag
Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
Company
Name of the company.
Add Address
Enter address line here.
City
State
Zip Code
Country
Website
Link website to a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Name of the event.
PriorityRequired
Priority of the Event.
OwnerRequired
Owner of the event.
Start TimeRequired
The starting time of the event.
End TimeRequired
End time of the event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Subject of the task.
Task TypeRequired
Type of the task.
PriorityRequired
Priority of the Task.
Owner
Owner of the task.
Email
Email ID of the Contact.
Due Date
Due Date of the Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Clio + Google Sheets + Agile CRM Integrations Work
- Step 1: Authenticate Clio, Google Sheets, and Agile CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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