Create Formstack submissions for new Clio activities
Effortlessly track new activities in Clio and create submissions in Formstack with this seamless workflow. When a new activity is added in Clio, this process generates a form submission in Formstack, ensuring your data remains organized and up-to-date. Eliminate manual data entry and concentrate on more important tasks as this automatic solution handles the heavy lifting.
Effortlessly track new activities in Clio and create submissions in Formstack with this seamless workflow. When a new activity is added in Clio, this process generates a form submission in Formstack, ensuring your data remains organized and up-to-date. Eliminate manual data entry and concentrate on more important tasks as this automatic solution handles the heavy lifting.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Submission
Creates a submission for a form in FormStack.
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