Formstack Forms + Clio Integration

Connect Formstack Forms to Clio in 1 click

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1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack 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
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2.

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Ready Workflows Ready Workflows   for Formstack Forms + Clio Integration

Just click on the workflow you want to automate

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

Create Clio contact for new Formstack Forms response

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

Plus, all of the information from the Formstack Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formstack 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 Formstack Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Formstack Forms logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Formstack Forms response
Activate
Formstack Forms logo
Square logo
Create Square customer from new Formstack Forms response
Activate
Formstack Forms logo
OneDrive logo
Create OneDrive folder from new Formstack Forms response
Activate
Formstack Forms logo
Freshdesk logo
Create Freshdesk ticket for new Formstack Forms response
Activate
Formstack Forms logo
Freshservice logo
Create Freshservice ticket for new Formstack Forms response
Activate
Formstack Forms logo
Microsoft Outlook logo
Create Microsoft Outlook event for new Formstack Forms response
Activate
Formstack Forms logo
Square logo
Create Square customer from new Formstack Forms response
Activate
Formstack Forms logo
OneDrive logo
Create OneDrive folder from new Formstack Forms response
Activate
Formstack Forms logo
Freshdesk logo
Create Freshdesk ticket for new Formstack Forms response
Activate
Formstack Forms logo
Freshservice logo
Create Freshservice ticket for new Formstack Forms response
Activate
Formstack Forms logo
Google Calendar logo
Create Google Calendar event for new Formstack Forms response
Activate
Formstack Forms logo
Clinked logo
Create Clinked file for new Formstack Forms response
Activate
Formstack Forms logo
Clinked logo
Create Clinked event for new Formstack Forms response
Formstack Forms logo
Zoho Connect logo
Create Zoho Connect event for new Formstack Forms response
Formstack Forms logo
Zoho Recruit logo
Create Zoho Recruit event for new Formstack Forms response
Formstack Forms logo
Google Calendar logo
Create Google Calendar event for new Formstack Forms response
Activate
Formstack Forms logo
Clinked logo
Create Clinked file for new Formstack Forms response
Activate
Formstack Forms logo
Clinked logo
Create Clinked event for new Formstack Forms response
Formstack Forms logo
Zoho Connect logo
Create Zoho Connect event for new Formstack Forms response
Formstack Forms logo
Zoho Recruit logo
Create Zoho Recruit event for new Formstack Forms response

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 Formstack Forms or Clio With 1400+ Other Apps

Formstack Forms
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If you're tired of filling out the same old boring forms, Formstack is the answer. With dozens of form templates to choose from, you can collect data your way..
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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.