Create matter folders in Clio for new Formstack submissions
Streamline your legal document management with this Formstack and Clio workflow. When a new submission is received in Formstack, a matter folder is created in Clio, keeping all your crucial documents organized and easily accessible. Enhance your efficiency and stay on top of your legal matters with this seamless automation.
Streamline your legal document management with this Formstack and Clio workflow. When a new submission is received in Formstack, a matter folder is created in Clio, keeping all your crucial documents organized and easily accessible. Enhance your efficiency and stay on top of your legal matters with this seamless automation.
- 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 Matter Folder
Creates a new folder in a matter.
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