Clio + Zapier Interfaces
Create new Clio persons contacts from new Zapier Interfaces form submissions
Streamline your legal work process using this simple workflow. When a new form submission is made in Zapier Interfaces, this automation instantly creates a new person contact in your Clio app. This ensures all your data is consistently updated, letting you focus more on your clients and less on data entry.
Streamline your legal work process using this simple workflow. When a new form submission is made in Zapier Interfaces, this automation instantly creates a new person contact in your Clio app. This ensures all your data is consistently updated, letting you focus more on your clients and less on data entry.
- When this happens...Form Submission Created
Triggers when a new form submission is created.
- 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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About Zapier Interfaces
Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.