Create new Clio matter folders for Formidable Forms entries
Efficiently organize your legal case files with this workflow that connects Formidable Forms to Clio. Whenever there's a new entry in Formidable Forms, a corresponding matter folder will be created in Clio, ensuring all relevant details are stored in one place for easy access. This seamless integration helps you save time and stay organized, so you can focus on providing the best legal services to your clients.
Efficiently organize your legal case files with this workflow that connects Formidable Forms to Clio. Whenever there's a new entry in Formidable Forms, a corresponding matter folder will be created in Clio, ensuring all relevant details are stored in one place for easy access. This seamless integration helps you save time and stay organized, so you can focus on providing the best legal services to your clients.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Matter Folder
Creates a new folder in a matter.
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