Clio + HappyForms Integration

Connect Clio to HappyForms in 1 click

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1.
  • 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
  • HappyForms
    Activity is created in HappyForms Instant
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2.

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Ready Workflows Ready Workflows   for Clio + HappyForms Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HappyForms + Clio Integration

Create Clio contact for new HappyForms form submission

When someone completes your HappyForms, 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 HappyForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a HappyForms - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

Top 10 Most Popular Clio Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row

Top 10 Most Popular HappyForms Automations from
Integrately Community

Most popularmost-popular-automations
01
HappyForms logo
SendFox logo
Create SendFox contact for new HappyForms form submission
02
HappyForms logo
Moosend logo
Create Moosend contact for new HappyForms form submission
03
HappyForms logo
Gist logo
Create Gist contact for new HappyForms form submission
04
HappyForms logo
Autopilot logo
Create Autopilot contact for new HappyForms form submission
05
HappyForms logo
Campaign Monitor logo
Create Campaign Monitor contact for new HappyForms form submission
cloud
HappyForms
app integration
06
HappyForms logo
Online Live Support logo
Send Online Live Support message for new HappyForms form submission
07
HappyForms logo
MailerSend logo
Send MailerSend message for new HappyForms form submission
08
HappyForms logo
Telnyx logo
Send Telnyx message for new HappyForms form submission
09
HappyForms logo
SMS Idea logo
Send SMS Idea message for new HappyForms form submission
10
HappyForms logo
sms77 logo
Send sms77 message for new HappyForms form submission
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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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Clio or HappyForms With 1400+ Other Apps

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.
HappyForms
HappyForms
HappyForms is the ultimate form builder for WordPress that makes it easy to design, build and embed beautiful forms. No coding required. Use our flexible drag-and-drop editor to create any type of form with a variety of fields.