forms.app + Clio Integration

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1.

Form is submitted in forms.app Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

2.

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Ready Workflows for forms.app + Clio Integration

Just click on the workflow you want to automate

Most popular automations

Create Clio contact for new forms.app form

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

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

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Create Clio company for new forms.app form

forms.app + Clio Integration

When Form is submitted in forms.app > Check any condition > Create person contact in Clio

forms.app + Clio Integration

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Top 10 Most Popular forms.app Automations from
Integrately Community

Just click on the workflow you want to automate

Create Microsoft Excel row for new forms.app form

Create Zoho CRM module for new forms.app form

Create CompanyHub record for new forms.app form

Create Salesforce record for new forms.app form

Create Notion database item for new forms.app form

Create Microsoft Excel row for new forms.app form

Create Zoho CRM module for new forms.app form

Create CompanyHub record for new forms.app form

Create Salesforce record for new forms.app form

Create Notion database item for new forms.app form

Create Braintree customer from new forms.app form

Create Fluid Pay contact from new forms.app form

Create Quickblog post for new forms.app form

Create Blogger post for new forms.app form

Create Brilliant Directories post for new forms.app form

Create Braintree customer from new forms.app form

Create Fluid Pay contact from new forms.app form

Create Quickblog post for new forms.app form

Create Blogger post for new forms.app form

Create Brilliant Directories post for new forms.app form

Top 10 Most Popular Clio Automations from
Integrately Community

Most popular

01

Create Clio contact for new Microsoft Excel row

02

Create Clio contact for new Eventbrite order

03

Create Clio contact for new MemberPress member

04

Create Clio contact for new Google Sheets row

05

Create Clio contact for new CompanyHub record

cloud

app integration

06

Create Clio contact for new Zoho Creator record

07

Create Clio contact for new EasyCSV data

08

Create Clio contact for new Bubble data thing

09

Create Clio contact for new PostgreSQL row

10

Create Clio contact for new MySQL row

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2

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3

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Connect forms.app + Clio Now

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Related Posts

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How to connect Clio with third-party apps : 19 must-have integrations

Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.

Want to automate something else in your workflow?

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