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Set up your first integration
Quickly connect Clio to Google Tasks with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Google Tasks - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Create Task List" in Google Tasks.
You’re connected!
Zapier seamlessly connects Clio and Google Tasks, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and Google Tasks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Google Tasks on the Zapier blog
Frequently Asked Questions about Clio + Google Tasks integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Google Tasks
How do I start integrating Clio with Google Tasks?
To start integrating Clio with Google Tasks, first log into your Zapier account and select Clio and Google Tasks as your apps. You'll be guided through selecting specific 'triggers' from Clio, such as a new task being created, and corresponding 'actions' in Google Tasks, like adding a new task.
What triggers can I use from Clio for integration?
You can use several triggers from Clio, such as when a new contact is created, an event is updated or a task is completed. These triggers will prompt an action in Google Tasks based on your setup.
Can I customize what happens in Google Tasks when triggered by an event in Clio?
Yes, you can customize actions in Google Tasks that are triggered by events in Clio. For example, you could create a new task with specific details every time a case status changes in Clio, ensuring your tasks are automatically up-to-date.
Is it possible to add deadlines from Clio into Google Tasks?
Absolutely! When creating your integration, you can map deadline dates from tasks or events in Clio to corresponding due dates in Google Tasks using our automation setup.
Will changes made in Google Tasks reflect back to Clio?
Currently, the integration primarily supports one-way data flow from Clio to Google Tasks. Changes made directly in Google Tasks will not automatically update tasks or information within Clio.
How do I troubleshoot if my integration between Clio and Google Tasks isn't working?
If your integration isn't functioning correctly, check the Zap history for any error messages. Ensure all fields are correctly mapped and both accounts are authenticated without recent changes affecting access permissions.
Can I integrate multiple instances of the same trigger or action across different zaps?
Yes, it's possible to set up multiple Zaps utilizing the same triggers or actions separately. This allows more complex workflows where specific actions might be needed depending on different types of input from Clio.
