Create WebMerge documents from Clio matters
Clio + Formstack Documents
Clio + Formstack Documents Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Clio and Formstack Documents.
Get started with workflows like: Create WebMerge documents from Clio matters. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.
Popular Ways to Connect Clio and Formstack Documents
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Clio + Formstack Documents
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Clio + Formstack Documents
Connect Clio + Formstack Documents in Minutes
It's easy to connect Clio + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
InstantNew Activity
Triggers when a new activity is created.
InstantBill State Updated
Triggers when the state of a bill has changed.
InstantNew Communication
Triggers when a new communication is created.
New Document
Triggers when a new document is created.
InstantMatter Status Updated
Triggers when the status of a matter has changed.
InstantNew Bill
Triggers when a new bill is created.
InstantNew Calendar Entry
Triggers when a new calendar entry is created.
InstantNew Contact
Triggers when a new contact is created.
InstantNew Matter
Triggers when a new matter is created.
New Matter Note
Triggers when a new matter note is created.
How Clio + Formstack Documents Integrations Work
- Step 1: Authenticate Clio + Formstack Documents.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.