Clio + Gravity Forms
Create tasks in Clio from new Gravity Forms submissions
Effortlessly manage your tasks with this simple automation. When a new form is submitted in Gravity Forms, a task will be created in Clio. This seamless workflow helps you save time by ensuring you never miss important requests and can focus on what truly matters to your business.
Effortlessly manage your tasks with this simple automation. When a new form is submitted in Gravity Forms, a task will be created in Clio. This seamless workflow helps you save time by ensuring you never miss important requests and can focus on what truly matters to your business.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Task
Creates a new task.
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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.
