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123FormBuilder + Clio Integration

123FormBuilder + Clio Integration

Connect 123FormBuilder to Clio in 1 click

Popular 123FormBuilder + Clio Workflows

123FormBuilder + Clio Integration

Create Clio contact for new 123FormBuilder submission

When someone completes your 123FormBuilder, a new contact is automatically created in your Clio. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the 123FormBuilder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a 123FormBuilder - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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123FormBuilder + Clio Integration

You can Add Conditions / More Apps in the next steps

  • Form is created in 123FormBuilder
    Form is created in 123FormBuilder
  • Submission is created in 123FormBuilder
    Submission is created in 123FormBuilder
  • Contact is created in Clio
    Contact is created in Clio Instant
  • Task is created in Clio
    Task is created in Clio Instant
  • Matter is created in Clio
    Matter is created in Clio Instant
  • Communication is created in Clio
    Communication is created in Clio Instant
  • Bill state has updated in Clio
    Bill state has updated in Clio Instant
  • Calendar entry is created in Clio
    Calendar entry is created in Clio Instant
  • Matter note is created in Clio
    Matter note is created in Clio
  • Matter status has updated in Clio
    Matter status has updated in Clio Instant
  • Task status has updated in Clio
    Task status has updated in Clio Instant
  • New bill is created in Clio
    New bill is created in Clio Instant
  • Document is created in Clio
    Document is created in Clio
  • Activity is created in Clio
    Activity is created in Clio Instant
  • Create person contact in Clio
    Create person contact in Clio
  • Update person contact in Clio
    Update person contact in Clio
  • Search person contact in Clio
    Search person contact in Clio
  • Search contact by custom field in Clio
    Search contact by custom field in Clio
  • Create time entry (Activity) in Clio
    Create time entry (Activity) in Clio
  • Update matter in Clio
    Update matter in Clio
  • Create matter in Clio
    Create matter in Clio
  • Search matter in Clio
    Search matter in Clio
  • Create calendar entry in Clio
    Create calendar entry in Clio
  • Create matter note in Clio
    Create matter note in Clio
  • Create matter folder in Clio
    Create matter folder in Clio
  • Create expense entry (Activity) in Clio
    Create expense entry (Activity) in Clio
  • Search matter by custom field in Clio
    Search matter by custom field in Clio
  • Create company contact in Clio
    Create company contact in Clio
  • Update company contact in Clio
    Update company contact in Clio
  • Search company contact in Clio
    Search company contact in Clio
  • Search user in Clio
    Search user in Clio
  • Search bill in Clio
    Search bill in Clio

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Why 123FormBuilder & Clio Users Integrately

123FormBuilder + Clio Integration
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