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Clio + Formstack Integrations

How to connect Clio + Formstack

Zapier lets you send info between Clio and Formstack automatically—no code required.

When this happens...
ClioClio
Bill State Updated

Triggers when the state of a bill has changed.

automatically do this!
FormstackFormstack
Create Submission

Creates a submission for a form in FormStack.

Supported triggers and actions

What does this mean?

How Clio + Formstack Integrations Work

  1. Step 1: Authenticate Clio + Formstack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Formstack Tutorials

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)
formstack logo
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn More

Related categories

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