AIDA Form + Clio Integration

Connect AIDA Form to Clio in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • AIDA Form
    Form is submitted in AIDA Form Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
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2.

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Ready Workflows Ready Workflows   for AIDA Form + Clio Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
AIDA Form + Clio Integration

Create Clio contact for new AIDA Form form submission

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

Plus, all of the information from the AIDA Form is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a AIDA Form - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular AIDA Form Automations from
Integrately Community

Just click on the workflow you want to automate

AIDA Form logo
Notion logo
Create Notion database item for new AIDA Form form submission
Activate
AIDA Form logo
Microsoft Excel logo
Create Microsoft Excel row for new AIDA Form form submission
Activate
AIDA Form logo
Stackby logo
Create Stackby row for new AIDA Form form submission
Activate
AIDA Form logo
Trello logo
Create Trello card for new AIDA Form form submission
Activate
AIDA Form logo
CompanyHub logo
Create CompanyHub record for new AIDA Form form submission
Activate
AIDA Form logo
Notion logo
Create Notion database item for new AIDA Form form submission
Activate
AIDA Form logo
Microsoft Excel logo
Create Microsoft Excel row for new AIDA Form form submission
Activate
AIDA Form logo
Stackby logo
Create Stackby row for new AIDA Form form submission
Activate
AIDA Form logo
Trello logo
Create Trello card for new AIDA Form form submission
Activate
AIDA Form logo
CompanyHub logo
Create CompanyHub record for new AIDA Form form submission
Activate
AIDA Form logo
Salesforce logo
Create Salesforce record for new AIDA Form form submission
AIDA Form logo
Zoho CRM logo
Create Zoho CRM module for new AIDA Form form submission
AIDA Form logo
WooCommerce logo
Create WooCommerce customer from new AIDA Form form submission
Activate
AIDA Form logo
Quickbooks Online logo
Create Quickbooks Online order for new AIDA Form form submission
AIDA Form logo
Stripe logo
Create Stripe contact from new AIDA Form form submission
AIDA Form logo
Salesforce logo
Create Salesforce record for new AIDA Form form submission
AIDA Form logo
Zoho CRM logo
Create Zoho CRM module for new AIDA Form form submission
AIDA Form logo
WooCommerce logo
Create WooCommerce customer from new AIDA Form form submission
Activate
AIDA Form logo
Quickbooks Online logo
Create Quickbooks Online order for new AIDA Form form submission
AIDA Form logo
Stripe logo
Create Stripe contact from new AIDA Form form submission

Top 10 Most Popular Clio Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
02
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
03
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
04
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
05
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
cloud
Clio
app integration
06
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
07
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
08
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
09
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
10
MySQL logo
Clio logo
Create Clio contact for new MySQL row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect AIDA Form or Clio With 1400+ Other Apps

AIDA Form
AIDA Form
AidaForm is your online solution to create and publish flexible and professional forms, manage data collected from them, analyze the results, share reports with third-party apps or services and collaborate with colleagues.
Clio
Clio
Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.