Clio Integration

What does the integration do?

This integration allows you to push your messages to Clio. In Clio, you can set the messages to become either a new Contact or a Task assigned to a Contact or User.

Installing the integration

From your AnswerConnect application, click on the Manage icon in the sidebar and choose the Integrations tab.

Click the Clio integration card.

Click the Integrate button.

Connecting your accounts

Click “+ connect” and, in the popup window, enter your Clio username and password to allow the AnswerConnect app to access your Clio account.

Choose whether you’d like the integration to create Contacts or Tasks in Clio. Then, click Continue.

Map the message field to the corresponding Clio attributes. Then, click Continue.

Mandatory fields are marked with a red asterisk.

Click Test to verify the fields are mapped correctly. Successful mapping will activate the integration.

Deactivating the integration

To deactivate the integration, go to Manage, choose the AutoTask integration card and click Deactivate.