Connect Clio Grow to TruLata

#Steps

1. On the Integrations tab of your dashboard, press Connect on the Clio Grow card. If the card says Request, press it and we switch Clio Grow on for your account, then press Connect.
2. Clio Grow opens: sign in and approve TruLata. Nothing to paste, and TruLata only reads.
3. You can remove TruLata in Clio Grow whenever you choose.

#After you connect

The card on the Integrations tab says Connected once it works, with the account it reads, the date it was last checked and a Disconnect button.

What Clio Grow brings into TruLata, and which tab it fills: Clio Grow and TruLata.

Every integration, and how each kind of connection works: Connect a tool.