Create and update lookup lists in FastField Mobile Forms for new contacts in Clio
Streamline your client management process by connecting Clio and FastField Mobile Forms. With this workflow, whenever a new contact is added in Clio, their information will be used to update a Lookup List in FastField Mobile Forms. This integration ensures that your client data stays up-to-date, allowing for seamless form completion and improved organization.
Streamline your client management process by connecting Clio and FastField Mobile Forms. With this workflow, whenever a new contact is added in Clio, their information will be used to update a Lookup List in FastField Mobile Forms. This integration ensures that your client data stays up-to-date, allowing for seamless form completion and improved organization.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Lookup List
Replaces an existing FastField Lookup List with a Lookup List in a xlsx or csv file.
- Free forever for core features
- 14 day trial for premium features & apps