Clio + Formidable Forms
Update Clio contacts with new Formidable Forms entries
Effortlessly keep your client contact information up-to-date with this simple workflow. Whenever there's a new entry in your Formidable Forms, it will update the corresponding person's contact details in Clio. Stay organized and save time by streamlining your data entry process with this efficient automation.
Effortlessly keep your client contact information up-to-date with this simple workflow. Whenever there's a new entry in your Formidable Forms, it will update the corresponding person's contact details in Clio. Stay organized and save time by streamlining your data entry process with this efficient automation.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Update Person Contact
Updates an existing person contact.
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
