Create merged documents in Formstack Documents for new activities in Clio
Effortlessly keep your documents up to date with this Clio and Formstack Documents integration. Whenever a new activity takes place in Clio, this workflow will automatically generate a document merge in Formstack Documents using the provided details. Stay organized and ensure your documents are always accurate with this seamless automation.
Effortlessly keep your documents up to date with this Clio and Formstack Documents integration. Whenever a new activity takes place in Clio, this workflow will automatically generate a document merge in Formstack Documents using the provided details. Stay organized and ensure your documents are always accurate with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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