Clio + Gravity Forms
Create new Clio contacts from Gravity Forms submissions
Effortlessly keep your client information up to date with this seamless workflow. When a new form submission is received in Gravity Forms, a new contact will be created in Clio. Save valuable time and ensure consistent client data across your platforms with this efficient automation.
Effortlessly keep your client information up to date with this seamless workflow. When a new form submission is received in Gravity Forms, a new contact will be created in Clio. Save valuable time and ensure consistent client data across your platforms with this efficient automation.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Person Contact
Creates a person 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 Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
