Clio + Survicate Integration

Connect Clio to Survicate 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
  • Survicate
    Question is answered in Survicate
  • Survicate
    Survey is created in Survicate
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2.

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Ready Workflows Ready Workflows   for Clio + Survicate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Survicate + Clio Integration

Create Clio contact for new Survicate survey response

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

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

Most popularmost-popular-automations
01
Survicate logo
CompanyHub logo
Create CompanyHub record for new Survicate survey response
02
Survicate logo
ClickSend SMS logo
Send ClickSend SMS message for new Survicate survey response
03
Survicate logo
Twilio logo
Send Twilio sms for new Survicate survey response
04
Survicate logo
SendGrid logo
Send SendGrid email for new Survicate survey response
05
Survicate logo
Telegram logo
Send Telegram message for new Survicate survey response
cloud
Survicate
app integration
06
Survicate logo
Flock logo
Send Flock message for new Survicate survey response
07
Survicate logo
Zoho Recruit logo
Create Zoho Recruit record for new Survicate survey response
08
Survicate logo
Zoho Creator logo
Create Zoho Creator record for new Survicate survey response
09
Survicate logo
Zoho Sheet logo
Create Zoho Sheet row for new Survicate survey response
10
Survicate logo
Teamup Calendar logo
Create Teamup Calendar event for new Survicate survey response
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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Want to automate something else in your workflow?

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

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.
Survicate
Survicate
Survicate lets you run surveys, analyze results, and take action in real time. It is a cross-channel feedback management software that allows businesses to measure customer experience across multiple channels.