Clio + Cognito Forms
Create tasks in Clio from new entries in Cognito Forms
Every time you receive a new entry in Cognito Forms, this workflow will take care of creating a task in the Clio app promptly and efficiently. This streamlines your task management and ensures no important entry goes unnoticed or unattended. Transform the way you manage your tasks with this effortless workflow, bridging the gap between Cognito Forms and Clio.
Every time you receive a new entry in Cognito Forms, this workflow will take care of creating a task in the Clio app promptly and efficiently. This streamlines your task management and ensures no important entry goes unnoticed or unattended. Transform the way you manage your tasks with this effortless workflow, bridging the gap between Cognito Forms and Clio.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Task
Creates a new task.
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