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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