WCC GF to Clio

Description

Gravity Form Clio Plugin sends form submissions from Gravity Form plugins to Clio when someone submits a form. Learn more about Gravity Form Clio Plugin at weconnectcode.com. We also offer other connector for Clio Gravity Form Lawmatics Integration.

License

GPLv2 or later

How to Setup

  • Go to “Clio Accounts” tab then add new account.
  • Go to “Clio Integration” tab then create new Integration.
  • Map required Clio fields to gravity form fields.
  • Send your test entry to Clio by submiting gravity form.
  • Go to “Clio Logs” tab and verify, if entry was sent to Clio.

Connect Clio account

Connect any gravity form to Clio account by safe and secure Oauth 2.0.

Map Clio fields

First select any Clio object then Map gravity form fields to Clio object fields. There is No limitation on number of fields. You can map unlimited fields.

Filter gravity form submissions

Either Send all gravity form submissions to Clio or filter gravity form submissions sent to Clio based on user input. For example , send only those entries to Clio which have work email address.

Manually send to Clio

Send gravity form submissions to Clio when someone submits a gravity form. You can manually send gravity form submissions to Clio.

Clio logs

View a detailed log of each gravity form submission whether sent (or not sent) to Clio and easily resend any gravity form submission to Clio.

Send Data As Clio object Notes

Send one to many gravity form fields as Clio object notes when anyone submits a form on your site.

Why we built this plugin

Gravity Form and some other popular gravity forms are good but you can not send gravity form submissions to any crm including Clio. You can send any gravity form submissions from your wordpress site to Clio with this free wordpress Clio plugin.

Premium Version Features.

This plugin has a Premium version which comes with several additional benifits Gravity Form – Clio.

  • Clio Custom fields and Particularly Phone Fields.
  • Clio Notes Field
  • User Agent and IP related Data Of the Entries
  • WCC Entries Pro Version With all the Premium Features.
  • Super Helpful WCC Addons and Free Updates.
  • By Purchasing the Premium Version of the Plugin, You will Get Free Updates
  • Get Pro Support

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Gravity Form Clio Integration

We have a separate plugin for Clio. Gravity Form Clio

Screenshots

  • Connect Clio Account. screenshot-1.png
  • Map Clio fields. screenshot-2.png
  • Configuration. screenshot-3.png
  • Configuration Setup. screenshot-4.png
  • Clio logs. screenshot-5.png
  • Clio logs details. screenshot-6.png
  • Error log. screenshot-7.png
  • Setting page. screenshot-8.png

FAQ

Where can I get support?

Our team provides free support at https://weconnectcode.com/contact.

How to integrate Clio in gravity form

You can easily integrate Clio in gravity form. Simply install Gravity Form Clio plugin , Connect Clio account and finally map gravity form fields to Clio object(contact) fields.

Gravity Form Clio web to lead

if API access is not enabled for your organization then simply use Clio web to lead. Enter your organization id and map gravity form fields to Clio case or lead fields.

WordPress Clio Integration

  • You can use Gravity Form or any other wordpress forms plugin.
  • Install this free WordPress Clio Integration plugin then Connect your Clio account to wordpress.
  • Create a Clio Integration , select form then map form fields to Clio Object(Lead, account etc) fields.
  • When anyone submits form , it will go to your Clio account.

Clio WordPress Plugin

  • Easily Connect your Clio account to wordpress site with this free wordpress Clio plugin.
  • First Install Gravity Form plugin and create a simple form.
  • Connect Clio account to wordpress.
  • Create a Clio Integration then map gravity form fields to Clio object(contact) fields.
  • All form submissions will automatically go to your Clio account.

External services

This plugin integrates with the Clio platform. When a user submits a form using Gravity Form, their data is sent to Clio via their API.

Details:
Service Name: Clio
Purpose: To capture and manage inquiries submitted via Gravity Form in the Clio CRM for efficient client management and follow-ups.
Data Sent: Form submission data, including (but not limited to) user-provided name, email, phone number, and message content.
Endpoint: Data is sent securely to the Clio API endpoint.

API Endpoints Used:
    Authorization Endpoint: https://app.clio.com/oauth/authorize
    Token Endpoint: https://app.clio.com/oauth/token
    API Base URL: https://app.clio.com/api/v4/

Privacy and Terms:
    <a href="https://www.clio.com/tos/">Clio Terms of Service</a>
    <a href="https://www.clio.com/privacy/">Clio Privacy Policy</a>

Reviews

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Contributors & Developers

“WCC GF to Clio” is open source software. The following people have contributed to this plugin.

Contributors

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0.0

  • Initial release.