Clio + Gravity Forms
Create Gravity Forms entries from new Clio activities for streamlined data management
Effortlessly track new activities in Clio and create corresponding entries in Gravity Forms with this seamless workflow. Whenever there's a new activity in Clio, an entry will be created in Gravity Forms, making it easier to manage client tasks and maintain accurate records. Stay organized and improve efficiency with this simple yet powerful automation.
Effortlessly track new activities in Clio and create corresponding entries in Gravity Forms with this seamless workflow. Whenever there's a new activity in Clio, an entry will be created in Gravity Forms, making it easier to manage client tasks and maintain accurate records. Stay organized and improve efficiency with this simple yet powerful automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Entry
Creates a new form entry.
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