Clio + Google Forms
Create new matter notes in Clio from new form responses in Google Forms
Streamline your workflow with this integration that links your Google Forms responses to the Clio app. Once a new response is submitted via Google Forms, this setup will swiftly create a corresponding Matter Note in Clio. This is ideal for legal professionals who want to efficiently manage client information, enabling seamless data transfer and effective tracking of communication.
Streamline your workflow with this integration that links your Google Forms responses to the Clio app. Once a new response is submitted via Google Forms, this setup will swiftly create a corresponding Matter Note in Clio. This is ideal for legal professionals who want to efficiently manage client information, enabling seamless data transfer and effective tracking of communication.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this!Create Matter Note
Creates a new matter note.
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