Adding Clio to Podium

To add the Clio App to your Podium Account:

  1. Login to your Podium account and click on the +Apps                                                                    1.png
  2. From here you can select a location to set up an app for.                                                            2.png
  3. Select the Clio App from the Marketplace to begin the install process.                                        3.png
  4. After you click connect you can confirm the location you’d like to connect. You can then continue the install process.                                                                                                            4.png
  5. From here you’ll be able to grant the app access to your Podium data, enter required credentials, and enable additional functionality where applicable.                                                                    5.png
  6. After you hit Next, you will then be asked if you would like to give permission to Podium to sync your contacts between Clio and Podium and publish your Podium conversations to the Clio contact notes.                                                                                                                      6.png
  7. You will then be prompted to Add Automations.                                                                        7.png
  8. From the Add Automations page, you can access our automation library where you can enable automated text messages triggered by the app.                                                                8.png
  9. When you select an automation from our automation library you’ll be prompted to review the automation details. Click Continue to enable the automation.                                                      9.png
  10. To enable the automation, select Activate.                                                                                      10.png