Create Clio person contacts from new Formstack submissions
Easily streamline your new contact onboarding process with this efficient workflow. When there's a new submission in Formstack, a person contact will be created in Clio, saving you time and manual effort. Keep your law practice organized and ensure all relevant contact information is readily available in your Clio account.
Easily streamline your new contact onboarding process with this efficient workflow. When there's a new submission in Formstack, a person contact will be created in Clio, saving you time and manual effort. Keep your law practice organized and ensure all relevant contact information is readily available in your Clio account.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Person Contact
Creates a person contact.
- Free forever for core features
- 14 day trial for premium features & apps