內容簡介
總結：Gravity Form Clio 外掛可將 Gravity Form 外掛的表單提交傳送至 Clio，讓用戶提交表單時能直接將資料送至 Clio。了解更多關於 Gravity Form Clio 外掛的資訊，請至 weconnectcode.com。我們也提供其他連接器，包括 Clio Gravity Form Lawmatics Integration。
問題與答案：
1. 如何設定 Gravity Form Clio 外掛？
- 前往「Clio Accounts」分頁，新增新帳戶。
- 前往「Clio Integration」分頁，創建新整合。
- 將所需的 Clio 欄位對應至 Gravity Form 欄位。
- 透過提交 Gravity Form 表單，將測試資料傳送至 Clio。
- 前往「Clio Logs」分頁驗證，查看資料是否成功傳送至 Clio。
2. 如何連接 Clio 帳戶？
- 透過安全的 Oauth 2.0，將任何 Gravity Form 表單連接至 Clio 帳戶。
3. 如何設置 Clio 欄位對應？
- 選擇任何 Clio 物件，然後將 Gravity Form 欄位對應至 Clio 物件欄位，沒有欄位數限制。
4. 有什麼篩選功能可讓我篩選 Gravity Form 提交？
- 可選擇將所有提交傳送至 Clio，或根據用戶輸入篩選提交的資料，例如僅將具有工作電子郵件地址的條目傳送至 Clio。
5. 如何手動將資料傳送至 Clio？
- 當用戶提交表單時，將 Gravity Form 提交手動傳送至 Clio。
6. 如何查看 Clio 日誌？
- 可查看每個 Gravity Form 提交的詳細日誌，確認是否成功傳送至 Clio，並可輕鬆重新傳送任何表單提交。
7. 如何透過 Clio 物件備註傳送資料？
- 當任何人在您的網站提交表單時，可將一對多的 Gravity Form 欄位作為 Clio 物件備註傳送。
外掛標籤
開發者團隊
原文外掛簡介
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