This feature is available for users with "Organization Administrator" permissions on Core, Advanced and Enterprise account plans.
Integrating Clio with Estateably
Estateably now offers a new integration with Clio, allowing users to populate Estateably's Intake and Contact fields directly from Clio. This integration streamlines the process of transferring data between the two platforms, saving users time and effort.
Before you can start using the integration, Estateably's support team must enable it. If you would like to activate the Clio integration, please contact us via chat.
Step 1: Activate the Clio Integration
In the left side menu of the settings menu, select Organization Integrations. A list of available integrations will appear.
Select Clio from the integration list to expand the row, and hit the Activate button.
Estateably will redirect you to sign into Clio for authentication.
Click the Allow Access button to activate the integration. Once you do, the system will return you to Estateably’s Organization Integrations section with the Clio integration activated.
The following section will allow you to set up detailed mapping of Clio fields to Estateably. This will ensure the necessary data is pulled into the right Estateably fields.
Step 2: Mapping Clio Fields to Estateably
Once the Clio integration is activated, you will need to map the fields from Clio to Estateably. This will ensure that the correct data is transferred between the two platforms.
To map the fields, go to the Organization Integrations section and select Clio from the list of integrations. You will see a list of fields from Clio on the left and a list of fields from Estateably on the right.
Click on a field from Clio and drag it to the corresponding field in Estateably. You can also use the drop-down menus to select the fields you want to map.
Once you have mapped all the necessary fields, click the Save button to save your changes.
Step 3: Using the Clio Integration
Now that the integration is activated and the fields are mapped, you can start using it to transfer data between Clio and Estateably.
To transfer data from Clio to Estateably, begin in the case creation wizard, or, go to the Contact or Intake section in Estateably and click on the Import from Clio button. This will pull the data from Clio and populate the corresponding fields in Estateably.
Conclusion
The Clio integration offers a convenient and efficient way to transfer data between Clio and Estateably. By following the steps outlined in this article, you can easily activate and use the integration to streamline your workflow and save time.