Create new Clio contacts from Formsite form results
Easily streamline your contact management process with this Formsite and Clio integration. When someone submits a new result on your Formsite form, their information will be used to create a fresh personal contact in Clio. This workflow saves you time by ensuring your legal client database is up-to-date without any manual input.
Easily streamline your contact management process with this Formsite and Clio integration. When someone submits a new result on your Formsite form, their information will be used to create a fresh personal contact in Clio. This workflow saves you time by ensuring your legal client database is up-to-date without any manual input.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Person Contact
Creates a person contact.
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