Create new Clio matters from 123FormBuilder submissions
Effortlessly manage your legal matters with this efficient 123FormBuilder-Clio integration. Whenever a new form is submitted in 123FormBuilder, this workflow instantly creates a new matter in Clio, streamlining your administrative tasks and saving valuable time. Focus more on your clients and leave the repetitive work to this automation.
Effortlessly manage your legal matters with this efficient 123FormBuilder-Clio integration. Whenever a new form is submitted in 123FormBuilder, this workflow instantly creates a new matter in Clio, streamlining your administrative tasks and saving valuable time. Focus more on your clients and leave the repetitive work to this automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Matter
Creates a new matter.
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