Create new Clio contacts from new Cognito Forms entries
Streamline your workflow by connecting Cognito Forms with Clio. Upon receiving a new entry in Cognito Forms, this workflow activates an immediate creation of a person contact in Clio. It not only saves time but also enhances data accuracy by eliminating manual data entries. It's an excellent solution for professionals who regularly handle contact details on both platforms.
Streamline your workflow by connecting Cognito Forms with Clio. Upon receiving a new entry in Cognito Forms, this workflow activates an immediate creation of a person contact in Clio. It not only saves time but also enhances data accuracy by eliminating manual data entries. It's an excellent solution for professionals who regularly handle contact details on both platforms.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Person Contact
Creates a person contact.
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