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  • Jotform logoJotform logo

Clio + Jotform

Create communications in Clio for new Jotform submissions

This workflow activates whenever a new form submission is recorded in Jotform, creating a corresponding communication within your Clio app. It streamlines your record-keeping process so you can conveniently keep track of every submission from Jotform in your Clio communication records. Save time and ensure every form submission is accurately recorded with this straightforward automation.

This workflow activates whenever a new form submission is recorded in Jotform, creating a corresponding communication within your Clio app. It streamlines your record-keeping process so you can conveniently keep track of every submission from Jotform in your Clio communication records. Save time and ensure every form submission is accurately recorded with this straightforward automation.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Communication

    Creates a new communication.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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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.
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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