Clio + Cognito Forms
Create new Cognito Forms entries from new Clio contacts
Seamlessly transfer new contacts from Clio to Cognito Forms with this efficient workflow. As soon as a contact is added in Clio, the process creates an entry in your specified Cognito Forms form, centralizing all contact information for easy organization. Boost productivity by linking Clio and Cognito Forms with this smart solution.
Seamlessly transfer new contacts from Clio to Cognito Forms with this efficient workflow. As soon as a contact is added in Clio, the process creates an entry in your specified Cognito Forms form, centralizing all contact information for easy organization. Boost productivity by linking Clio and Cognito Forms with this smart solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Entry
Creates a new entry.
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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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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
