Arrow pointing right

Connect Clio to Gmail like Magic

How to Use Magical to Transfer Data from Clio to Gmail
Install Magical
Connect your apps with ease

Transfer Data from Clio to Gmail: A Step-by-Step Guide

With Magical, you can transfer data from Clio to Gmail in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Clio to Gmail, helping you streamline your workflow and optimize your productivity.

Get Magical for Free

More Clio integrations with Magical

What Clio data can you transfer

Magical enables you to transfer a wide array of data from Clio to Gmail. Here are some examples of the information you can extract:

Client Name
Case Number
Email
Case Details
And move more types of information by creating your own custom labels.

How to Transfer data from Clio to Gmail using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Clio to Gmail for a more efficient workflow. Follow these steps:

  1. Sign in to your Clio account and open the case containing the data you want to transfer, such as client information and case details.
  2. In Clio, label the information you want to transfer with Magical, like Client Name, Case Number, or Case Details.
  3. Sign in to your Gmail account and open the email where you want to add the Clio data.
  4. Type "//" in an empty field and select the information you want to transfer from Clio such as Client Name, Case Number, etc.
  5. The next time you fill out an email, Magical will automatically transfer all the fields into the form with one click.

About Clio and Gmail

Efficient data transfer is crucial to maintaining productivity. Clio is a powerful legal practice management software and Gmail is a robust email service. Combining the capabilities of these two platforms can significantly enhance your workflow. By leveraging Magical, you can easily move information from Clio to Gmail, allowing you to focus on your work and improving your productivity.

Other ways to connect Clio and Gmail

Using Zapier

Zapier provides a seamless connection between Clio and Gmail, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Clio and Gmail is by directly utilizing their APIs. By integrating both APIs, you empower yourself with real-time data transfer, fostering improved productivity. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Clio and transfer data directly to Gmail. The extension is designed to simplify the process of data collection by automating the extraction of information from Clio. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews