Create document merges in Formstack Documents for new Clio contacts
Save time and stay organized with this Clio-Formstack Documents workflow. Whenever a new contact is added in Clio, a document merge is created in Formstack Documents with the contact's information. This automation ensures your documents are up-to-date without any manual effort, giving you more time to focus on your clients and legal work.
Save time and stay organized with this Clio-Formstack Documents workflow. Whenever a new contact is added in Clio, a document merge is created in Formstack Documents with the contact's information. This automation ensures your documents are up-to-date without any manual effort, giving you more time to focus on your clients and legal work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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