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Zapier makes it easy to integrate Clio with Google Forms - no code necessary. See how you can get setup in minutes.

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Clio
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Clio
1. Choose trigger event
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Google Forms
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Google Forms
2. Choose action
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1. Select the event
Setup
Test
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Clio
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in Google Forms.

You’re connected!

Zapier seamlessly connects Clio and Google Forms, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Practical ways you can use Clio and Google Forms

Create Clio calendar entries from Google Form submissions.

When a new Google Form response is received, Zapier automatically creates a calendar entry in Clio based on the supplied details. This prevents scheduling errors and ensures appointments or deadlines are always captured without manual effort.

Business Owner
Log Google Form inquiries as Clio tasks.

Whenever a Google Form submission is received, Zapier automatically creates a task in Clio linked to the appropriate client or matter. This ensures each inquiry is tracked and actioned efficiently, improving task visibility and resolution times.

Customer Support Ops
Update client details in Clio via Google Form responses.

When a Google Form submission is received, Zapier updates or creates a person contact in Clio with the provided details, ensuring client records remain accurate and up-to-date. This streamlines database management and reduces manual data entry.

IT

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It

Learn how to automate Google Forms on the Zapier blog

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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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google-forms logo
About Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Related categories
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