Do you use your website to obtain new clients for your law firm? Why not send any new leads you have directly into Clio? Zapier can help you do just that!
Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.
How this Google Forms-Clio integration works
- You have a new response on your form
- Zapier creates a new matter
- Google Forms
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Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggered when a new response row is added to the bottom of a spreadsheet.
Create a new response/entry (row) in a specific spreadsheet.
Triggered when a new response row is added or modified in a spreadsheet.
Creates a new matter note.