Clio + Formidable Forms
Create new Clio company contacts from new Formidable Forms entries
Effortlessly keep your client contacts up to date with this seamless workflow. When a new entry is submitted in Formidable Forms, this automation will create a company contact in Clio, ensuring your contact list remains organized and current. Spend less time manually transferring data and more time focusing on what's important - your clients.
Effortlessly keep your client contacts up to date with this seamless workflow. When a new entry is submitted in Formidable Forms, this automation will create a company contact in Clio, ensuring your contact list remains organized and current. Spend less time manually transferring data and more time focusing on what's important - your clients.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Company Contact
Creates a company contact.
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