Create Formstack submissions for new Clio contacts
Effortlessly manage new contact details with this convenient automation between Clio and Formstack. Whenever a new contact is added in Clio, this workflow creates a submission in Formstack, ensuring a seamless transfer of information. Save time and minimize manual data entry by streamlining your contact management process with this integration.
Effortlessly manage new contact details with this convenient automation between Clio and Formstack. Whenever a new contact is added in Clio, this workflow creates a submission in Formstack, ensuring a seamless transfer of information. Save time and minimize manual data entry by streamlining your contact management process with this integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Submission
Creates a submission for a form in FormStack.
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