Fluent Forms + Clio Integration

Connect Fluent Forms to Clio in 1 click

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1.
  • Fluent Forms
    Form is submitted in Fluent Forms 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 Fluent Forms + Clio Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Fluent Forms + Clio Integration

Create Clio contact for new Fluent Forms form submission

When someone completes your Fluent 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 Fluent Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Fluent Forms - 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 Fluent Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Fluent Forms logo
WooCommerce logo
Create WooCommerce order for new Fluent Forms form submission
Activate
Fluent Forms logo
Google Calendar logo
Create Google Calendar event for new Fluent Forms form submission
Activate
Fluent Forms logo
WooCommerce logo
Create WooCommerce customer from new Fluent Forms form submission
Activate
Fluent Forms logo
WooCommerce logo
Create WooCommerce product from new Fluent Forms form submission
Activate
Fluent Forms logo
Google Drive logo
Create Google Drive folder from new Fluent Forms form submission
Activate
Fluent Forms logo
WooCommerce logo
Create WooCommerce order for new Fluent Forms form submission
Activate
Fluent Forms logo
Google Calendar logo
Create Google Calendar event for new Fluent Forms form submission
Activate
Fluent Forms logo
WooCommerce logo
Create WooCommerce customer from new Fluent Forms form submission
Activate
Fluent Forms logo
WooCommerce logo
Create WooCommerce product from new Fluent Forms form submission
Activate
Fluent Forms logo
Google Drive logo
Create Google Drive folder from new Fluent Forms form submission
Activate
Fluent Forms logo
Google Drive logo
Create Google Drive file for new Fluent Forms form submission
Activate
Fluent Forms logo
Google Calendar logo
Update Google Calendar event from new Fluent Forms form submission
Activate
Fluent Forms logo
MemberPress logo
Create MemberPress member from new Fluent Forms form submission
Activate
Fluent Forms logo
Quickbooks Online logo
Create Quickbooks Online order for new Fluent Forms form submission
Activate
Fluent Forms logo
Trello logo
Create Trello card for new Fluent Forms form submission
Activate
Fluent Forms logo
Google Drive logo
Create Google Drive file for new Fluent Forms form submission
Activate
Fluent Forms logo
Google Calendar logo
Update Google Calendar event from new Fluent Forms form submission
Activate
Fluent Forms logo
MemberPress logo
Create MemberPress member from new Fluent Forms form submission
Activate
Fluent Forms logo
Quickbooks Online logo
Create Quickbooks Online order for new Fluent Forms form submission
Activate
Fluent Forms logo
Trello logo
Create Trello card for new Fluent Forms form submission
Activate

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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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Fluent Forms or Clio With 1400+ Other Apps

Fluent Forms
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Fluent Forms is the top-of-the-line WordPress form builder plugin that allows you to create stunning forms and powerful surveys in a matter of minutes – it's like magic!
Clio
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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.