Need assistance integrating Google Forms with Clio Grow via Zapier

Other Questions Zapier
1

I’m struggling to set up a Zap that transfers data from a Google Sheet to Clio Grow. Despite working on it for a couple of days and reaching out to Clio’s basic support, I’m still encountering issues.

The main problem is a 401 error when trying to connect to the Clio Grow API endpoint. Here’s a simplified version of my Zap setup:

API Endpoint: grow.clio.com/inbox_leads
Method: POST
Payload: JSON

Sample Data:
{
  "first_name": "John",
  "last_name": "Doe",
  "email": "[email protected]",
  "source": "Web Form",
  "referrer": "search_engine",
  "token": "your_inbox_lead_token_here"
}

Headers:
Accept: application/json

I expected this to create a new lead in Clio Grow, but it’s not working. Any suggestions on how to troubleshoot this or what I might be missing? I’m pretty new to API integrations, so any help would be appreciated!

2

hey, i had similar prob - check ur token/endpoint, might be expired. also, verify the api version is correct. testing the endpoint directly helped me. hope it works for ya, cheers!

3

As someone who’s spent countless hours wrestling with API integrations, I feel your pain! Here’s what worked for me with Clio Grow:

First, double-check your API credentials. Sometimes, the token needs to be refreshed or regenerated. Also, make sure you’re using the correct API version in your endpoint URL.

Have you tried testing the API call outside of Zapier? I use Postman for this - it’s great for troubleshooting. If it works there but not in Zapier, the issue might be in how Zapier is formatting the request.

Another thing to watch out for is data formatting. Clio can be picky about how it receives data. I had to use Zapier’s Formatter step to ensure everything was in the right format before sending.

If all else fails, Clio’s advanced support team is actually pretty helpful. They helped me debug a similar issue last year. Don’t hesitate to escalate your ticket if you’re still stuck.

Good luck with your integration!

4

I encountered a similar issue when integrating Google Forms with Clio Grow. One crucial step often overlooked is ensuring proper authentication. Double-check that you’re using the correct API key and it has the necessary permissions. Additionally, verify the API endpoint URL is accurate and includes the correct version number.

Another potential solution is to implement error handling in your Zap. This can help identify specific issues in the API response. You might also consider using Zapier’s built-in ‘Formatter’ step to structure your data correctly before sending it to Clio Grow.

If the problem persists, I’d recommend reaching out to Clio’s advanced technical support. They can provide more specific guidance tailored to your setup.