After you have enabled the Zoom Integration, you can create a meeting and auto-populate your meeting ID directly in the virtual meeting task. 1. Click Add New 2. Select Task 3. Select Meeting 4. The Task Owner will default to you. Leave the owner ...
After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier. To Create an Outlook Event: Click Make a Zap. In the Trigger App module, type to search Zoom. Under Trigger Event, ...
Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to support@liscio.me to have this done. Caution - Do not sync Karbon before we have your client data ...
Before you can set up the Intuit Practice Management integration in Liscio, Liscio Support will first need to enable Intuit Practice Management in your Liscio account. Please reach out to support@liscio.me to have this done. Caution - Do not sync ...