FastField Mobile Forms + Clio Integration

Connect FastField Mobile Forms to Clio in 1 click

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Popular FastField Mobile Forms + Clio Workflows

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FastField Mobile Forms + Clio Integration

Create Clio contact for new FastField Mobile Forms form submission

When someone completes your FastField Mobile Forms, 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 FastField Mobile Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a FastField Mobile Forms - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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FastField Mobile Forms + Clio Integration
1.
  • FastField Mobile Forms
    Form is submitted in FastField Mobile Forms Instant
  • FastField Mobile Forms
    Form is created in FastField Mobile Forms
  • 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
2.
  • FastField Mobile Forms
    Create form dispatch in FastField Mobile Forms
  • FastField Mobile Forms
    Update lookup list in FastField Mobile Forms
  • FastField Mobile Forms
    Search lookup list in FastField Mobile Forms
  • FastField Mobile Forms
    Search global list in FastField Mobile Forms
  • FastField Mobile Forms
    Update global list in FastField Mobile Forms
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
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