Create new Clio company contacts from 123FormBuilder forms submissions
Effortlessly streamline your data management with this automation that connects 123FormBuilder and Clio. Whenever you receive a new form submission in 123FormBuilder, this workflow instantly creates a company contact in Clio using the submitted information. Save time and prevent manual data entry errors by integrating your form builder with your law practice management software.
Effortlessly streamline your data management with this automation that connects 123FormBuilder and Clio. Whenever you receive a new form submission in 123FormBuilder, this workflow instantly creates a company contact in Clio using the submitted information. Save time and prevent manual data entry errors by integrating your form builder with your law practice management software.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Company Contact
Creates a company contact.
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