Form-Data + Clio Integration

Connect Form-Data to Clio in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Form-Data
    Form is submitted in Form-Data 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
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Form-Data + Clio Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Form-Data + Clio Integration

Create Clio contact for new Form-Data form submission

When someone completes your Form-Data, 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 Form-Data is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Form-Data - Clio integration set up makes it easy to manage your customer relationships and grow your business.
See more
  • 1of1
Our team

Ready Workflows Did you know?

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 Form-Data Automations from
Integrately Community

Just click on the workflow you want to automate

Form-Data logo
Google Sheets logo
Create Google Sheets row for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot contact for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot task for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot deal for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot company for new Form-Data form submission
Form-Data logo
Google Sheets logo
Create Google Sheets row for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot contact for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot task for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot deal for new Form-Data form submission
Form-Data logo
HubSpot logo
Create HubSpot company for new Form-Data form submission
Form-Data logo
Email It logo
When Form is submitted in Form-Data > Check any condition > Send email in Email It
Form-Data logo
Xama Hub logo
Create Xama Hub contact for new Form-Data form submission
Form-Data logo
SwipeOne logo
Create SwipeOne contact for new Form-Data form submission
Form-Data logo
SwipeOne logo
Create SwipeOne task for new Form-Data form submission
Form-Data logo
SwipeOne logo
Create SwipeOne note for new Form-Data form submission
Form-Data logo
Email It logo
When Form is submitted in Form-Data > Check any condition > Send email in Email It
Form-Data logo
Xama Hub logo
Create Xama Hub contact for new Form-Data form submission
Form-Data logo
SwipeOne logo
Create SwipeOne contact for new Form-Data form submission
Form-Data logo
SwipeOne logo
Create SwipeOne task for new Form-Data form submission
Form-Data logo
SwipeOne logo
Create SwipeOne note for new Form-Data 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

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

Form-Data
Form-Data
Form-Data simplifies form management by capturing, storing, and integrating form submissions seamlessly
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.