Clio Connection Spinning Waiting for Response
Status: Closed · Asked by harry@specializeddigitalmarketing.com on · 0 views
Hello I have create a Loom of the issue I am experiencing
https://www.loom.com/share/0e0b83d3b17e40918c7abd9b4d06d36e?sid=bf669973-f6f4-417a-a0b0-0a6af407262c
We are successfully connected to Clio but the Waiting for Response continues to spin. When Clio triggers a New Calendar Invite, we want to Create a Contact in GHL with a tag for Appointment FollowUp. So we need map the name, email and phone. I do not see any of it coming access. Please advise.
Hey @harry@specializeddigitalm
You can execute the "Find Matter" action step after the trigger event to obtain relevant data.
Hey @harry@specializeddigitalmYou can execute the "Find Matter" action step after the trigger event to obtain relevant data.
Thanks for helping educate me. I am looking to gain some expertise with your tool. Where could I have learned that?
You can check out our YouTube channel for a detailed overview of automation and how it's created.