Clio + Formstack
Create company contacts in Clio from new submissions in Formstack
Save time and streamline your workflow by connecting Formstack and Clio. This automation will create a new company contact in Clio whenever a new Formstack submission occurs. No more manual data entry or copy-pasting needed, allowing you to focus on more important tasks while staying organized and efficient.
Save time and streamline your workflow by connecting Formstack and Clio. This automation will create a new company contact in Clio whenever a new Formstack submission occurs. No more manual data entry or copy-pasting needed, allowing you to focus on more important tasks while staying organized and efficient.
- 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 Company Contact
Creates a company contact.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
