Generate filled documents in pdfFiller from new contacts in Clio
Effortlessly keep track of new contacts in Clio by generating filled documents with this automation. Once set up, each time a new contact is added in Clio, this workflow will create a filled document using pdfFiller, streamlining your document management and saving you valuable time. Focus more on your legal tasks and let this integration handle the tedious paperwork for you.
Effortlessly keep track of new contacts in Clio by generating filled documents with this automation. Once set up, each time a new contact is added in Clio, this workflow will create a filled document using pdfFiller, streamlining your document management and saving you valuable time. Focus more on your legal tasks and let this integration handle the tedious paperwork for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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